IRS Publishes 2018 Form 5498-ESA and Instructions

Nicolette Chasse
November 2, 2017

The IRS recently released the 2018 Form 5498-ESA and Instructions. This form is used to report contributions, including rollover contributions, to any Coverdell ESA. A Coverdell ESA is a trust or custodial account created or organized in the United States for the exclusive purpose of paying the qualified education expenses of an individual who is the designated beneficiary of the trust or custodial account.

There were no substantial changes to either the form or the instructions. 

To read the 2018 Form 5498-ESA in its entirety, please follow this link.

To read the 2018 Instructions to Form 5498-ESA, please follow this link.

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Nicolette Chasse

Nicolette Chasse is a Junior Regulatory Counsel at Sovos Compliance. Her main areas of focus are Automatic Exchange of Information (AEOI) reporting under FATCA and CRS and 1099 Federal Withholding Reporting. Nicolette received her B.A. at Trinity College and her J.D. at Penn State’s Dickinson School of Law. She is a member of the Massachusetts Bar.
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