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Este documento responde a preguntas frecuentes sobre el Formulario 5498-ESA, que informó sobre las contribuciones y las contribuciones de transferencia realizadas para 2024 en su cuenta de Coverdell
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How to fill out form 5498-esa
How to fill out form 5498-esa
01
Obtain Form 5498-ESA from the IRS website or your financial institution.
02
Fill in the name, address, and taxpayer identification number (TIN) of the account owner.
03
Provide the name, address, and TIN of the beneficiary of the ESA.
04
Enter the total contributions made to the ESA for the tax year in question.
05
If applicable, include the fair market value of the account as of December 31st of the tax year.
06
Report any rollovers or other distributions made from the account during the year.
07
Review the completed form for accuracy.
08
Submit the form to the IRS if required, and provide a copy to the account owner.
Who needs form 5498-esa?
01
Any parent or guardian who establishes a Coverdell Education Savings Account (ESA) for a beneficiary.
02
Individuals who contribute to a Coverdell ESA and need to report contributions for tax purposes.
03
Financial institutions managing a Coverdell ESA who are required to file the form.
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What is form 5498-esa?
Form 5498-ESA is an information return used to report contributions to Coverdell Education Savings Accounts (ESAs) and the fair market value of these accounts.
Who is required to file form 5498-esa?
Financial institutions or custodians that hold Coverdell ESAs are required to file Form 5498-ESA for each account.
How to fill out form 5498-esa?
To fill out Form 5498-ESA, the filer should enter information such as the account holder's name, address, social security number, contributions made during the year, and the fair market value of the account.
What is the purpose of form 5498-esa?
The purpose of Form 5498-ESA is to report the contributions made to Coverdell ESAs and to provide information about the account's value to the IRS and the account owner.
What information must be reported on form 5498-esa?
Form 5498-ESA must report the name, address, and taxpayer identification number of the account holder, the total contributions made during the year, the fair market value of the account, and any rollovers.
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