Skip to main content    

An official website of the United States Government

                    - Español
                    - 中文 (简体)
                    - 中文 (繁體)
                    - 한국어
                    - Русский
                    - Tiếng Việt
                    - Kreyòl ayisyen

## Information Menu

-  Help 
-  News 
-  Charities & Nonprofits 
-  Tax Pros 

              -                     Search                     Toggle search  SearchInclude Historical Content- Any -NoInclude Historical Content- Any -NoSearch 
              -  Help Menu Mobile-  Help 
 
              -                     Menu                     Toggle menu 

## Main navigation mobile

-  File    Overview
INFORMATION FOR...
Individuals
Business & Self Employed
Charities and Nonprofits
International Taxpayers
Federal State and Local Governments
Indian Tribal Governments
Tax Exempt Bonds
FILING FOR INDIVIDUALS
How to File
When to File
Where to File
Update Your Information
POPULAR
Get Your Tax Record
Apply for an Employer ID Number (EIN)
Check Your Amended Return Status
Get an Identity Protection PIN (IP PIN)
File Your Taxes for Free
Pay
Overview
PAY BY
Bank Account (Direct Pay)
Payment Plan (Installment Agreement)
Electronic Federal Tax Payment System (EFTPS)
POPULAR
Your Online Account
Tax Withholding Estimator
Estimated Taxes
Penalties
Refunds
Overview
Where's My Refund
What to Expect
Direct Deposit
Reduced Refunds
Amend Return
Credits & Deductions
Overview
INFORMATION FOR...
Individuals
            For you and your family          
Businesses & Self-Employed
            Standard mileage and other information          
POPULAR
Earned Income Credit (EITC)
Child Tax Credit
Clean Energy and Vehicle Credits
Standard Deduction
Retirement Plans
Forms & Instructions
Overview
POPULAR FORMS & INSTRUCTIONS
Form 1040
            Individual Tax Return          
Form 1040 Instructions
            Instructions for Form 1040           
Form W-9
            Request for Taxpayer Identification Number (TIN) and Certification          
Form 4506-T
            Request for Transcript of Tax Return          
Form W-4
            Employee's Withholding Certificate          
Form 941
            Employer's Quarterly Federal Tax Return          
Form W-2
            Employers engaged in a trade or business who pay compensation          
Form 9465
            Installment Agreement Request          
POPULAR FOR TAX PROS
Form 1040-X
            Amend/Fix Return          
Form 2848
            Apply for Power of Attorney          
Form W-7
            Apply for an ITIN          
Circular 230
            Rules Governing Practice before IRS          
SearchInclude Historical Content- Any -NoInclude Historical Content- Any -NoSearchInformation Menu-  Help 
-  News 
-  Charities & Nonprofits 
-  Tax Pros 
File- Overview
- INFORMATION FOR...
- Individuals
- Business & Self Employed
- Charities and Nonprofits
- International Taxpayers
- Federal State and Local Governments
- Indian Tribal Governments
- Tax Exempt Bonds
- FILING FOR INDIVIDUALS
- How to File
- When to File
- Where to File
- Update Your Information
- POPULAR
- Get Your Tax Record
- Apply for an Employer ID Number (EIN)
- Check Your Amended Return Status
- Get an Identity Protection PIN (IP PIN)
- File Your Taxes for Free
Pay- Overview
- PAY BY
- Bank Account (Direct Pay)
- Payment Plan (Installment Agreement)
- Electronic Federal Tax Payment System (EFTPS)
- POPULAR
- Your Online Account
- Tax Withholding Estimator
- Estimated Taxes
- Penalties
Refunds- Overview
- Where's My Refund
- What to Expect
- Direct Deposit
- Reduced Refunds
- Amend Return
Credits & Deductions- Overview
- INFORMATION FOR...
- Individuals
- Businesses & Self-Employed
- POPULAR
- Earned Income Credit (EITC)
- Child Tax Credit
- Clean Energy and Vehicle Credits
- Standard Deduction
- Retirement Plans
Forms & Instructions- Overview
- POPULAR FORMS & INSTRUCTIONS
- Form 1040
- Form 1040 Instructions
- Form W-9
- Form 4506-T
- Form W-4
- Form 941
- Form W-2
- Form 9465
- POPULAR FOR TAX PROS
- Form 1040-X
- Form 2848
- Form W-7
- Circular 230
Main navigation-  File 
-  Pay 
-  Refunds 
-  Credits & Deductions 
-  Forms & Instructions 
Info Menu Mobile-  Help 
-  News 
-  Charities & Nonprofits 
-  Tax Pros 
- Home
- Forms and Instructions
-             About Form 5498-ESA, Coverdell ESA Contribution Information            
About Form 5498-ESA, Coverdell ESA Contribution Information               More In Forms and Instructions**-  Current year 
-  Prior year 
-  Accessible 
-  eBooks 
-  Browser-friendly forms and publications 
-  Mobile-friendly forms 
-  Post release changes to forms 
-  Order forms and publications 
-  Help with forms and instructions 
-  Comment on tax forms and publications 

File this form for each person for whom you maintained any Coverdell education savings account (ESA).
Current revision
Form 5498-ESA PDF

Instructions for Form 5498-ESA (Print version PDF)
Recent developments
Filing extension and other relief for Form 1040 filers --29-MAR-2021

Form 5498-SEA due date postponed to August 31, 2020 (Notice 2020-35) -- 29-MAY-2020

Taxpayer relief for certain tax-related deadlines due to coronavirus pandemic -- 14-APR-2020
Other items you may find useful
All Form 5498-ESA revisions

About General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

About Form 1096, Annual Summary and Transmittal of U.S. Information Returns

About Form 1099-Q, Payments From Qualified Education Programs (Under Sections 529 and 530)

Other current products
                Page Last Reviewed or Updated: 22-Feb-2024      - Share   - **Facebook
  - Twitter**Linkedin
Print
Footer Navigation-  Our Agency     -  About IRS 
  -  Careers 
  -  Operations and Budget 
  -  Tax Statistics 
  -  Help 
  -  Find a Local Office 
-  Know Your Rights     -  Taxpayer Bill of Rights 
  -  Taxpayer Advocate Service 
  -  Independent Office of Appeals 
  -  Civil Rights  
  -  FOIA 
  -  No FEAR Act Data 
  -  Reliance on Guidance 
-  Resolve an Issue     -  IRS Notices and Letters 
  -  Identity Theft 
  -  Tax scams 
  -  Tax Fraud 
  -  Criminal Investigation 
  -  Whistleblower Office 
-  Languages     -  Español 
  -  中文 (简体) 
  -  中文 (繁體) 
  -  한국어 
  -  Pусский 
  -  Tiếng Việt 
  -  Kreyòl ayisyen 
  -  English 
  -  Other Languages 
-  Related Sites     -  U.S. Treasury 
  -  Treasury Inspector General for Tax Administration 
  -  USA.gov 
  -  USAspending.gov 
  -  Vote.gov 
******Subfooter-  Privacy Policy 
-  Accessibility