Get the free 2017 Form 5498-ESA. Coverdell ESA Contribution Information
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20 Jun 2016 ... This is an early release draft of an IRS tax form, instructions, or publication, ... TRUSTEES#39’S or ISSUER#39’S name, street address, city or town, state or province, country
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How to fill out 2017 form 5498-esa coverdell
How to fill out 2017 Form 5498-ESA Coverdell:
01
Start by obtaining the Form 5498-ESA Coverdell from the IRS website or a tax professional.
02
Fill in your personal information, including your name, address, and taxpayer identification number.
03
Indicate the tax year for which you are filing the form (in this case, 2017).
04
Enter the name and address of the educational institution where your Coverdell ESA is held.
05
Report the fair market value of your Coverdell ESA as of December 31, 2017.
06
Determine if any contributions were made to the account in 2017. If so, report the total amount contributed.
07
Provide any necessary information regarding a rollover or conversion of another education savings account.
08
If applicable, report any distributions or transfers made from the Coverdell ESA during 2017.
09
Calculate the earnings portion of any distributions made in 2017 and report this amount.
10
Sign and date the form, certifying that the information provided is accurate to the best of your knowledge.
Who needs 2017 Form 5498-ESA Coverdell:
01
Individuals who have a Coverdell ESA, also known as an Education Savings Account.
02
Parents or guardians saving for a child's education expenses.
03
Individuals who made contributions, rollovers, or distributions from a Coverdell ESA during the tax year 2017.
04
Students or educational institutions that may need to report the fair market value of a Coverdell ESA held in their name.
Please note that this information is a general guide and it is always recommended to consult with a tax professional or refer to the IRS instructions for Form 5498-ESA Coverdell for specific guidance tailored to your individual circumstances.
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What is form 5498-esa coverdell esa?
Form 5498-ESA is used to report contributions to a Coverdell Education Savings Account (ESA) for the tax year.
Who is required to file form 5498-esa coverdell esa?
Financial institutions that maintain a Coverdell ESA account are required to file Form 5498-ESA.
How to fill out form 5498-esa coverdell esa?
Form 5498-ESA should be filled out by the financial institution and provided to the account holder and the IRS.
What is the purpose of form 5498-esa coverdell esa?
The purpose of Form 5498-ESA is to report the contributions made to a Coverdell ESA account for the tax year.
What information must be reported on form 5498-esa coverdell esa?
Information such as the account holder's name, address, account number, contributions made during the tax year, and the fair market value of the account.
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