IRS Release Status: 

Sample Excel Import File: Coming soon!

  • 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 2020 Form

IRS 5498-ESA Instructions:  5498-ESA 2020 Instructions