Form preview

Get the free Form 5498-ESA - IRS.gov

Get Form
7272VOIDCORRECTEDTRUSTEES or ISSUER\'S name, street address, city or town, state or province, country, and ZIP or foreign postal code1 Cover dell ESA contributions OMB No. 15451815× 2 Rollover contributions×2016Coverdell
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign form 5498-esa - irsgov

Edit
Edit your form 5498-esa - irsgov form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your form 5498-esa - irsgov form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit form 5498-esa - irsgov online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Use the instructions below to start using our professional PDF editor:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Upload a document. Select Add New on your Dashboard and transfer a file into the system in one of the following ways: by uploading it from your device or importing from the cloud, web, or internal mail. Then, click Start editing.
3
Edit form 5498-esa - irsgov. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.
4
Save your file. Select it from your records list. Then, click the right toolbar and select one of the various exporting options: save in numerous formats, download as PDF, email, or cloud.
pdfFiller makes working with documents easier than you could ever imagine. Create an account to find out for yourself how it works!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.2
Satisfied
52 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

You can do so easily with pdfFiller’s applications for iOS and Android devices, which can be found at the Apple Store and Google Play Store, respectively. Alternatively, you can get the app on our web page: https://edit-pdf-ios-android.pdffiller.com/. Install the application, log in, and start editing form 5498-esa - irsgov right away.
Install the pdfFiller iOS app. Log in or create an account to access the solution's editing features. Open your form 5498-esa - irsgov by uploading it from your device or online storage. After filling in all relevant fields and eSigning if required, you may save or distribute the document.
The pdfFiller app for Android allows you to edit PDF files like form 5498-esa - irsgov. Mobile document editing, signing, and sending. Install the app to ease document management anywhere.
Form 5498-ESA is used by trustees, custodians, and issuers of Coverdell education savings accounts (ESA) to report contributions to, and the fair market value of, ESA accounts.
Trustees, custodians, and issuers of Coverdell education savings accounts (ESA) are required to file form 5498-ESA.
Form 5498-ESA should be filled out with accurate information regarding contributions to ESA accounts and their fair market value. The form must be submitted to the IRS by the deadline.
The purpose of form 5498-ESA is to report contributions and fair market value of Coverdell education savings accounts (ESA) to the IRS.
Form 5498-ESA must include information about contributions made to ESA accounts, fair market value of the accounts, and details about the account holder.
Fill out your form 5498-esa - irsgov online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.