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IRS Release Status: FINAL
Sample Excel Import File: 5498-ESA 2023.xlsx
Import Form Fields:
Field Name | Size | Type | Description | Notes |
---|---|---|---|---|
See Form Filer Common Fields | Filer fields common to all form types. | |||
See Recipient Common Fields | Recipient fields common to all form types. | |||
Box 1 Amount | 12 | Amount | Box 1: Coverdell ESA contributions | |
Box 2 Amount | 12 | Amount | Box 2: Rollover contributions | |
See Form Common Fields | Form fields common to all form types. |
5498-ESA Form:
IRS 5498-ESA Form: https://www.irs.gov/pub/irs-pdf/f5498e.pdf
IRS 5498-ESA Instructions: https://www.irs.gov/pub/irs-pdf/i5498e.pdf
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