5498-ESA · e-file
Report the contributions and rollovers each Coverdell ESA received, furnish the beneficiary their statement by April 30, and e-file to the IRS by May 31.
From $3.50 per record — down to $0.80 at volume. Corrections at no charge.
Coverdell ESA contribution information — trustees and issuers report each beneficiary’s contributions and rollovers.
The IRS e-file deadline for the 5498-ESA is May 31 of the year after the tax year.
Enter your records early and pick a release date — checkout holds them until then, and warns you before any chosen date would file late.
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