Get the free 2019 Form 5498-ESA. Coverdell ESA Contribution Information
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7272VOIDCORRECTEDTRUSTEES or ISSUERS 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
TRUSTEES/ISSUERS
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How to fill out 2019 form 5498-esa coverdell
How to fill out 2019 form 5498-esa coverdell
01
To fill out the 2019 Form 5498-ESA Coverdell, follow these steps:
1. Obtain the Form 5498-ESA from the Internal Revenue Service (IRS) website or any authorized source.
02
Provide your personal information, including your name, address, and Social Security number.
03
Provide the information about the Coverdell Education Savings Account (ESA), such as the account number and the financial institution holding the account.
04
Report any rollover or transfer amounts from another ESA by providing the necessary details.
05
Enter the contributions made to the ESA during the tax year, including any recharacterizations or excess contributions.
06
Indicate if any qualified education expenses were incurred during the year and provide the corresponding amounts.
07
Fill out any other required sections or schedules related to Form 5498-ESA, if applicable.
08
Review the completed form for accuracy and completeness.
09
Sign and date the form.
10
Keep a copy of the filled-out form for your records.
Who needs 2019 form 5498-esa coverdell?
01
Individuals who have controlled and/or owned a Coverdell Education Savings Account (ESA) during the tax year need to file the 2019 Form 5498-ESA Coverdell. This form reports contributions, rollovers, and transfers made to the ESA, as well as any qualified education expenses incurred. It is used for tax reporting purposes to ensure compliance with the IRS regulations regarding ESAs. The form is filed by the account holder or the financial institution responsible for maintaining the account.
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