Printable blank Form 5498-ESA 2020

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1. What is a 5498-ESA Form?

The fillable Form 5498-ESA (Coverdell ESA Contribution Information) is a federal tax form issued by the IRS (Internal Revenue Service). It lets you report each person for whom you hold an educational savings account at Coverdell ESA and the IRS about your activity on rollover and Coverdell ESA contributions. 

2. What I need the 5498-ESA Form for?

This blank is used for:

  • Reporting Coverdell ESA contributions and rollover contributions made during the year to the IRS (Copy A);
  • Reporting the same information to the beneficiary;
  • Correcting a submitted 5498-ESA or making it void if necessary. 

Don’t file the form until your account isn’t designated as a Coverdell ESA, as it cannot be treated for tax purposes until that time. 

3. How to fill out Form 5498-ESA?

This form includes 2 fillable pages that have to be filled with the same information and sent to the IRS and the beneficiary. You have to provide such information about a trustee or an issuer as:

  • name, address, ZIP, etc.;
  • TIN (Taxpayer Identification Number).

You also have to enter the beneficiary’s name, TIN, and account number. Next, provide accurate amounts of Coverdell ESA contributions and rollover contributions. The period for 2021 starts from January 1, 2021 to April 18, 2022. 

You can download Form 5498-ESA or fill it online and print directly from the PDFLiner’s PDF editor. Businesses entities and individuals can try the service for free within a 10-day trial. 

4. Organizations that work with Form 5498-ESA

  • Internal Revenue Service (IRS)

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