Get the free 2011 Form 5498-ESA. Coverdell ESA Contribution Information

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Caution: DRAFT FORM This is an advance proof copy of an IRS tax form. It is subject to change and OMB approval before it is officially released. If you have any comments on this draft form, you can submit

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How to fill out 2011 form 5498-esa coverdell

01

Step 1: Gather all the necessary information such as your personal details, account information, and contribution details.

02

Step 2: Start filling out the form 5498-ESA coverdell by entering your name, address, and social security number.

03

Step 3: Provide the details of the financial institution where your ESA is held, including their name, address, and account number.

04

Step 4: Indicate the total contributions made for the tax year in question and the fair market value of the ESA.

05

Step 5: Check the appropriate boxes to indicate if this is an initial year contribution, a rollover contribution, or a recharacterization.

06

Step 6: Sign and date the form.

07

Step 7: Make a copy of the completed form for your records.

08

Step 8: Submit the form to the IRS as per their instructions.

09

Step 9: Keep a copy of the submission confirmation for your records.

Who needs 2011 form 5498-esa coverdell?

01

Anyone who has or had a Coverdell Education Savings Account (ESA) in the tax year 2011 needs to fill out the form 5498-ESA coverdell. This includes individuals who made contributions, received rollover contributions, or underwent recharacterization during that year.

02

Additionally, financial institutions holding the ESA accounts are also required to file this form with the IRS.

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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).

Who is required to file form 5498-esa coverdell esa?

Financial institutions holding Coverdell ESAs are required to file Form 5498-ESA.

How to fill out form 5498-esa coverdell esa?

The financial institution must complete Form 5498-ESA with the account holder's information and contribution details.

What is the purpose of form 5498-esa coverdell esa?

The purpose of Form 5498-ESA is to report contributions made to Coverdell ESAs for educational purposes.

What information must be reported on form 5498-esa coverdell esa?

Form 5498-ESA must include the account holder's name, address, account number, contribution amount, and the financial institution's information.

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