IRS 5498-ESA 2012 free printable template
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RESULTS 61 80 ... 18% http://www.unclefed.com/IRS-Forms/2012/f5498e.pdf. 70. 2013 Form 1099 SA 40% http://www.unclefed.com/IRS-Forms/2012/f1099sa.
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How to fill out IRS 5498-ESA
How to fill out IRS 5498-ESA
01
Obtain the IRS Form 5498-ESA from the IRS website or through your financial institution.
02
Fill in the information regarding the beneficiary of the Education Savings Account (ESA) in the designated fields.
03
Enter the account number for the ESA if applicable.
04
Report any contributions made to the ESA for the tax year in the appropriate box.
05
If applicable, indicate the fair market value of the account as of December 31 of the tax year.
06
Ensure to provide any other required information as specified in the instructions for Form 5498-ESA.
07
Review the completed form for accuracy before submission.
08
Retain a copy of the form for your records.
Who needs IRS 5498-ESA?
01
Anyone who establishes or contributes to an Education Savings Account (ESA) needs to file IRS Form 5498-ESA.
02
Financial institutions that manage ESA accounts must also file this form for each account they administer.
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People Also Ask about
Do you get a tax form for ESA?
You'll receive an IRS Form 1099-Q when you withdrawal money from a 529 plan or a Coverdell Education Savings Account (Coverdell ESA).
What is a 5498 ESA form used for?
Form 5498-ESA reports the education savings account contributions or rollovers that were made throughout the year. You do not need to enter this form in your tax return.
Do I need to report form 5498 on my tax return?
No. You aren't required to do anything with Form 5498 because it's for informational purposes only. Please be sure to keep this form for your records as you'll need this information to calculate your taxable income when you decide to take distributions from your IRA.
What do I do with a 5498 ESA?
Form 5498-ESA reports the education savings account contributions or rollovers that were made throughout the year. You do not need to enter this form in your tax return.
Who files the form 5498 ESA?
Who is required to file Form ESA? The 5498 ESA tax Form must be filed by the custodian or trustee of the account. This is the entity that issued the account and oversees the account over the years. This form has two copies, Copy A must be sent to the IRS and Copy B must be distributed to the beneficiary.
What is IRS form 5498 ESA?
The information on Form 5498-ESA is furnished to you by the trustee or issuer of your Coverdell education savings account (ESA) by April 30, 2024. Form 5498-ESA reports contributions and rollover contributions made for you for 2023.
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What is IRS 5498-ESA?
IRS 5498-ESA is a tax form used to report contributions to Education Savings Accounts (ESA).
Who is required to file IRS 5498-ESA?
The financial institution that manages an Education Savings Account is required to file IRS 5498-ESA.
How to fill out IRS 5498-ESA?
To fill out IRS 5498-ESA, the financial institution must provide details such as the account holder's information, contributions made to the ESA, and the fair market value of the account at the end of the year.
What is the purpose of IRS 5498-ESA?
The purpose of IRS 5498-ESA is to inform the IRS of contributions made to an Education Savings Account and to provide the account holder with a record of those contributions for tax purposes.
What information must be reported on IRS 5498-ESA?
The information that must be reported on IRS 5498-ESA includes the account owner's name, address, taxpayer identification number, the amount of contributions made during the year, and the fair market value of the ESA at year-end.
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