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Cover dell Education Savings Account Distribution Request Form You can now complete this request online. Visit thornburg.com Mail form to: Thorn burg, PO Box 219017, Kansas City, MO 64121 Cover dell

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What is coverdell education savings account?

A Coverdell Education Savings Account (ESA) is a tax-advantaged investment account designed to help families save for education expenses, including qualified K-12 education and post-secondary education expenses.

Who is required to file coverdell education savings account?

Individuals who have made contributions to a Coverdell Education Savings Account or who have distributions from such accounts are generally required to report this on their tax return.

How to fill out coverdell education savings account?

To fill out a Coverdell ESA, you need to complete Form 5498-ESA to report contributions and Form 1099-Q to report distributions. Ensure that all information about contributions, distributions, and account details are accurately reported.

What is the purpose of coverdell education savings account?

The purpose of a Coverdell ESA is to encourage saving for educational expenses by providing tax-free growth on investments and tax-free withdrawals for qualified education expenses.

What information must be reported on coverdell education savings account?

The information that must be reported includes contributions made to the account, distributions taken during the tax year, the beneficiary's details, and any earnings accumulated in the account.

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