IRS Form 5498-ESA, Coverdell ESA Contribution Information is a form that trustees or issuers of a Coverdell education savings account (ESA) must file with the Internal Revenue Service (IRS) for each person an ESA was maintained for.
This form is used to report amounts of contributions (including rollover contributions) to a Coverdell ESA, and the fair market value (FMV) of an account for the calendar year. The form is issued by the IRS and is revised annually. A fillable IRS Form 5498-ESA is available for download below.
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