IRS Release Status: FINAL

Sample Excel Import File: 5498-ESA.xlsx

What's New for 2016

  • No changes.

Import Form Fields:

Field NameSizeType DescriptionNotes
See Form Filer Common FieldsFiler fields common to all form types. 
See Recipient Common FieldsRecipient fields common to all form types. 

Box 1 Amount

12Amount

Box 1: Coverdell ESA contributions

 

Box 2 Amount

12Amount

Box 2: Rollover contributions

 
See Form Common FieldsForm fields common to all form types. 

5498-ESA Form:

IRS 5498-ESA Form:  5498-ESA Form

IRS 5498-ESA Instructions:  5498-ESA Instructions

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