Get IRS 5498-ESA 2021-2023

Copy C For Trustee and Paperwork Reduction Act Certain To complete Form 5498-ESA use Returns and the 2018 Instructions for Form 5498-ESA. Form 5498-ESA reports 2018. For more information about Coverdell ESAs see Pub. 970. Beneficiary s taxpayer identification number TIN. Future developments. For the latest information about developments related to Form 5498-ESA and its instructions such as legislation enacted after they were published go to www.irs.gov/Form5498ESA. VOID CORRECTED TRUSTEE S or ISSUER S name street address city or town state or province country and ZIP or foreign postal code 1 Coverdell ESA contributions OMB No. 1545-1815 2 Rollover contributions Contribution Information Form 5498-ESA Copy A BENEFICIARY S TIN For Internal Revenue Service Center BENEFICIARY S name File with Form 1096. Street address including apt* no* For Privacy Act and Paperwork Reduction Act Notice see the 2018 General Instructions for Certain Information Returns. City or town state or province country and ZIP or foreign postal code Account number see instructions Cat* No* 34011J www*irs*gov/Form5498ESA Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page Copy B For Beneficiary This information is being furnished to the IRS* keep for your records the trustee or issuer of your Coverdell education savings account ESA by April 30 2019. For your protection this form may show only the last four digits of your TIN social security number SSN individual taxpayer identification number ITIN adoption taxpayer identification number ATIN or employer identification number EIN. However the issuer has reported your complete TIN to the IRS* number the trustee/issuer assigned to distinguish your account. Box 1. Shows Coverdell ESA contributions made in 2018 and through April 15 2019 for 2018 on your behalf* Do not deduct these amounts on your income tax return* If the total contributions made to all your Coverdell ESAs for 2018 exceeded 2 000 you must withdraw the excess plus earnings by May 31 2019 or you may owe a penalty. You must keep track of your Coverdell ESA basis Box 2. Shows any rollover including a direct rollover and Generally any amount rolled over from one Coverdell ESA to another Coverdell ESA for the benefit of the named beneficiary or a member of the beneficiary s family who is under age 30 except for a beneficiary with special needs is not taxable. To get or to order these instructions go to Due dates. Furnish Copy B of this form to the beneficiary participant by April 30 2019. File Copy A of this form with the IRS by May 31 2019. To file electronically you must have software that generates a file according to the specifications in Pub. 1220. Need help If you have questions about reporting on service site toll free at 866-455-7438 or 304-263-8700 not toll free. Persons with a hearing or speech disability with access to TTY/TDD equipment can call 304-579-4827 not toll free. Street address including apt* no* For Privacy Act and Paperwork Reduction Act Notice see the 2018 General Instructions for Certain Information Returns. City or town state or province country and ZIP or foreign postal code Account number see instructions Cat* No* 34011J www*irs*gov/Form5498ESA Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page Copy B For Beneficiary This information is being furnished to the IRS* keep for your records the trustee or issuer of your Coverdell education savings account ESA by April 30 2019.