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Get IRS 5498-ESA 2022-2024
7272VOIDCORRECTEDTRUSTEES or ISSUERS name, street address, city or town, state or province, country, and ZIP or foreign postal code1 Coverdell ESA contributions OMB No. 15451815$ 2 Rollover contributions$ TRUSTEES/ISSUERS.
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Form esa pdf FAQ
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The money must be used (or transferred to another beneficiary) before the child turns 30. You can change the beneficiary to another family member once per year. You have until Tax Day of the following year to contribute for the previous year.
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The information on Form 5498 is submitted to the IRS by the trustee or issuer of your individual retirement arrangement (IRA) to report contributions, including any catch-up contributions, required minimum distributions (RMDs), and the fair market value (FMV) of the account.
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The information on Form 5498-QA is furnished to you by the issuer of your Achieving a Better Life Experience (ABLE) savings account. Form 5498-QA reports contributions, rollovers, and program-to-program transfers to this ABLE account for 2023.
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Your contributions to a Coverdell Education Savings Account do not impact your contribution limit for any type of IRA. You cannot move funds from a Roth or traditional IRA into a Coverdell Education Savings Account.
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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.
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ESA contributions are reported on IRS Form 5498-ESA (“Coverdell ESA Contribution Information”), which is mailed to you in April. Redemptions are reported on IRS Form 1099-Q (“Payments from Qualified Education Programs”), which is mailed to you in January.
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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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