Who needs to file Form 5498-ESA?

Any person who maintained a Coverdell ESA during the year must file Form 5498-ESA with the IRS.

Where can I find the instructions for filing Form 5498-ESA electronically?

The instructions for filing Form 5498-ESA electronically can be found on IRS.gov/Form5498ESA.

Who is considered a family member for the purpose of Form 5498-ESA?

Family members include the beneficiary's spouse, children, stepchildren, foster children, siblings and their children, parents, ancestors, stepparents, in-laws, and any first cousin of the designated beneficiary.

What is the deadline for furnishing a statement to the beneficiary?

The statement to the beneficiary must be furnished by April 30, 2025.

Can I truncate a beneficiary's TIN on payee statements?

Yes, filers of Form 5498-ESA may truncate the beneficiary's TIN on payee statements, but not on any documents filed with the IRS.

What information should be reported in Box 1 of Form 5498-ESA?

Contributions made to a Coverdell ESA during the year designated for that year should be reported in Box 1, excluding rollovers which should be reported in Box 2.

What is Form 5498-ESA used for?

Form 5498-ESA is used to report contributions, rollovers, and distributions from Coverdell Education Savings Accounts (ESAs) to the Internal Revenue Service.

What is a Coverdell ESA?

A Coverdell ESA is a trust or custodial account created in the United States for paying the qualified education expenses of an individual.

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Informacije o doprinosu Coverdell ESA

Form 5498-ESA is a document furnished by the trustee or issuer of a Coverdell Education Savings Account (ESA) to beneficiaries and the Internal Revenue Service (IRS). The form reports contributions and rollover contributions made for the beneficiary in 2024. Beneficiaries are required to keep track of their Coverdell ESA basis and may face penalties if total contributions exceeded $2,000. The document also provides instructions for the beneficiary and includes contact information for the trustee or issuer and the IRS.

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Who needs to file Form 5498-ESA?
Any person who maintained a Coverdell ESA during the year must file Form 5498-ESA with the IRS.
Where can I find the instructions for filing Form 5498-ESA electronically?
The instructions for filing Form 5498-ESA electronically can be found on IRS.gov/Form5498ESA.
Who is considered a family member for the purpose of Form 5498-ESA?
Family members include the beneficiary's spouse, children, stepchildren, foster children, siblings and their children, parents, ancestors, stepparents, in-laws, and any first cousin of the designated beneficiary.
What is the deadline for furnishing a statement to the beneficiary?
The statement to the beneficiary must be furnished by April 30, 2025.
Can I truncate a beneficiary's TIN on payee statements?
Yes, filers of Form 5498-ESA may truncate the beneficiary's TIN on payee statements, but not on any documents filed with the IRS.
What information should be reported in Box 1 of Form 5498-ESA?
Contributions made to a Coverdell ESA during the year designated for that year should be reported in Box 1, excluding rollovers which should be reported in Box 2.
What is Form 5498-ESA used for?
Form 5498-ESA is used to report contributions, rollovers, and distributions from Coverdell Education Savings Accounts (ESAs) to the Internal Revenue Service.
What is a Coverdell ESA?
A Coverdell ESA is a trust or custodial account created in the United States for paying the qualified education expenses of an individual.

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Savezni porezni obrasci

Obrazac 5498-ESA jedan je od saveznih poreznih obrazaca koji su dokumenti koji se koriste za prijavu i podnošenje saveznih poreza na dohodak Poreznoj upravi (IRS) u Sjedinjenim Državama. Ove obrasce koriste pojedinci, tvrtke i organizacije za prijavu svojih prihoda, odbitaka i drugih relevantnih informacija potrebnih za izračun saveznih poreznih obveza.

Najčešće korišten savezni porezni obrazac je obrazac 1040, koji koriste pojedinačni porezni obveznici za prijavu poreza na dohodak. Drugi često korišteni obrasci uključuju Obrazac 1065 za partnerstva, Obrazac 1120 za korporacije i Obrazac 990 za organizacije oslobođene plaćanja poreza.

Savezni porezni obrasci obično zahtijevaju od poreznih obveznika da prijave različite izvore prihoda, kao što su nadnice, plaće i napojnice, kao i prihod od ulaganja, iznajmljivanja nekretnina i drugih izvora. Obrasci također omogućuju poreznim obveznicima traženje odbitaka i kredita za razne troškove, kao što su dobrotvorni prilozi, kamate na hipotekarni kredit i troškovi zdravstvene zaštite.

Važno je podnijeti savezne porezne obrasce točno i na vrijeme, jer nepoštivanje toga može rezultirati kaznama i kamatama od Porezne uprave.

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