Get the free 2004 Form 5498-ESA. Coverdell ESA Contribution Instructions

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Changes to Current Tax Forms and Publications Reminder To avoid penalties do not file downloaded copies of information returns found on IRS.gov. New this year the IRS will post to IRS.gov information

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How to fill out 2004 form 5498-esa coverdell

01

Step 1: Gather all necessary information and documents such as your Social Security number, account number, contributions made, and distributions received.

02

Step 2: Download the 2004 form 5498-ESA Coverdell from the official website of the Internal Revenue Service (IRS).

03

Step 3: Fill out the personal information section including your name, address, and taxpayer identification number.

04

Step 4: Provide details about the Coverdell ESA account, including the name of the designated beneficiary and the account number.

05

Step 5: Enter the contributions made during the tax year and any rollovers or recharacterizations.

06

Step 6: If applicable, report the fair market value of the account at the end of the tax year.

07

Step 7: Sign and date the form.

08

Step 8: Keep a copy of the completed form for your records and submit the original form to the appropriate IRS address.

Who needs 2004 form 5498-esa coverdell?

01

Individuals who have a Coverdell Education Savings Account (ESA) in the year 2004 need to file the form 5498-ESA Coverdell.

02

Parents, guardians, or individuals responsible for the designated beneficiary of the Coverdell ESA should fill out this form.

03

Financial institutions and trustees of the Coverdell ESA may also need to provide this form to the IRS.

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What is form 5498-esa Coverdell ESA?

Form 5498-ESA is used to report contributions, rollovers, and fair market value of Coverdell Education Savings Accounts (ESAs) to the IRS.

Who is required to file form 5498-esa Coverdell ESA?

Custodians or issuers of Coverdell ESAs are required to file Form 5498-ESA.

How to fill out form 5498-esa Coverdell ESA?

Form 5498-ESA should be completed with accurate information regarding contributions, rollovers, and fair market value of the Coverdell ESA.

What is the purpose of form 5498-esa Coverdell ESA?

The purpose of Form 5498-ESA is to report information about Coverdell ESAs to the IRS for tax reporting purposes.

What information must be reported on form 5498-esa Coverdell ESA?

Information such as contributions, rollovers, and fair market value of the Coverdell ESA must be reported on Form 5498-ESA.

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