2009 5498-ESA Form
The attached files are examples of the 2009 E-File Magic Version of the 5498-ESA form. Both the corporate efile service E-File Magic 2.2 software and our processing bureau use these forms when preparing your data for mailing.
Instructions for Beneficiary
The information on Form 5498-ESA is furnished to you by the trustee or issuer of your Coverdell education savings account (ESA) by April 30, 2010. Form 5498-ESA reports contributions and rollover contributions made for you for 2009. For more information about Coverdell ESAs, see Pub. 970, Tax Benefits for Education.
Account number. May show an account or other unique number the trustee/issuer assigned to distinguish your account. Box 1. Shows Coverdell ESA contributions made in 2009 and through April 15, 2010, on your behalf. Do not deduct these amounts on your income tax return.
The E-File Magic 2.2 free 1099 software supports all 1098, 1099, 5498, and W2G forms which can be downloaded and used FREE of charge by downloading our free tax software. The software requires e-file services to be purchased from and provided by E-File Magic. Visit our price quote page for more information.
|2009_5498ESA_CopyBPic1 free 1099 software.pdf||102.73 KB|
|2009_5498ESA_CopyCPic1 free 1099 software.pdf||108.26 KB|