IRS Release Status: 

Sample Excel Import File: 

  • 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: 

IRS 5498-ESA Instructions: