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COVERALL EDUCATION SAVINGS ACCOUNT APPLICATION PART 1.DESIGNATED BENEFICIARYPART 2.COVERALL ESA Custodian individual for whom this account is being established be completed by the Cover dell ESA custodianName

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What is 5098 coverdell esa custodial?

5098 coverdell ESA custodial is a tax form used to report contributions and withdrawals from a Coverdell Education Savings Account that is held under custodial agreement.

Who is required to file 5098 coverdell esa custodial?

The custodian of the Coverdell ESA account is required to file Form 5098.

How to fill out 5098 coverdell esa custodial?

To fill out Form 5098, the custodian must provide information about contributions made, withdrawals taken, and account changes during the tax year.

What is the purpose of 5098 coverdell esa custodial?

The purpose of Form 5098 is to report transactions related to a Coverdell ESA account and ensure compliance with IRS regulations.

What information must be reported on 5098 coverdell esa custodial?

Information such as contributions, withdrawals, earnings, and the account holder's details must be reported on Form 5098.

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