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2020Department of the Treasury
Internal Revenue ServiceInstructions for Form
5498ESA
Cover dell ESA Contribution Information
Section references are to the Internal Revenue Code
unless otherwise noted.
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How to fill out online form 5498-esa and
How to fill out online form 5498-esa and
01
To fill out the online form 5498-ESA, follow these steps:
02
Visit the official website of the Internal Revenue Service (IRS).
03
Search for Form 5498-ESA in the search bar.
04
Click on the result that corresponds to the form.
05
Read the instructions carefully before filling out the form.
06
Enter the required information accurately in the designated fields.
07
Double-check all the entered information for any errors or inaccuracies.
08
Submit the completed form electronically.
09
Keep a copy of the submitted form for your records.
Who needs online form 5498-esa and?
01
Online form 5498-ESA is needed by individuals who have made contributions to an Education Savings Account (ESA) during the tax year.
02
It is also required by financial institutions who are responsible for reporting the contributions and earnings on the ESA to the IRS.
03
Parents or guardians who have set up ESAs for their children's education expenses will also need to fill out this form.
04
Overall, anyone involved in the management or reporting of Education Savings Accounts may require the online form 5498-ESA.
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What is online form 5498-esa and?
Online form 5498-ESA is used to report contributions to and the fair market value of a Coverdell Education Savings Account (ESA) for a given tax year.
Who is required to file online form 5498-esa and?
Financial institutions that manage Coverdell Education Savings Accounts (ESA) are required to file online form 5498-ESA.
How to fill out online form 5498-esa and?
To fill out online form 5498-ESA, financial institutions must report the contributions made to the ESA, the fair market value of the account, and other relevant information.
What is the purpose of online form 5498-esa and?
The purpose of online form 5498-ESA is to provide the IRS and the account holder with information about contributions made to a Coverdell Education Savings Account (ESA) in a specific tax year.
What information must be reported on online form 5498-esa and?
Information such as contributions made to the ESA, the fair market value of the account, the account holder's information, and any additional contributions or rollovers must be reported on online form 5498-ESA.
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