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Print COVERDELLESACONTRIBUTION ELIGIBILITYPART 1.DESIGNATED BENEFICIARYPART 2.COVERDELL ESA TRUSTEE OR CUSTODIAN To be completed by the Coverdell ESA trustee or custodianName (First/MI/Last)___ Social

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How to fill out 5098 coverdell esa custodial

01

Download form 5098 Coverdell ESA Custodial from the IRS website.

02

Fill in your personal information including name, address, and social security number.

03

Provide details about the Coverdell ESA account including the custodian's name and account number.

04

Indicate the contributions made to the account during the tax year.

05

Sign and date the form before submitting it to the IRS.

Who needs 5098 coverdell esa custodial?

01

Individuals who act as custodians for a Coverdell Education Savings Account (ESA) need to fill out form 5098 Coverdell ESA Custodial.

02

This form is required to report contributions made to the ESA account during the tax year.

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What is 5098 Coverdell ESA custodial?

Form 5098 Coverdell ESA custodial is used by financial institutions to report contributions, rollovers, and distributions from Coverdell Education Savings Accounts (ESAs) to the IRS.

Who is required to file 5098 Coverdell ESA custodial?

Financial institutions or custodians that maintain Coverdell ESAs are required to file Form 5098 to report the activity within those accounts.

How to fill out 5098 Coverdell ESA custodial?

To fill out Form 5098, custodians must provide information such as account holder details, contributions made, rollovers, distributions, and the account balance at the end of the year.

What is the purpose of 5098 Coverdell ESA custodial?

The purpose of Form 5098 is to provide the IRS with detailed information about contributions, distributions, and the tax status of Coverdell ESAs for tax reporting purposes.

What information must be reported on 5098 Coverdell ESA custodial?

Form 5098 must report the account holder's name, address, taxpayer identification number, the amount contributed during the year, rollovers received, distributions made, and the account balance.

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