|5498 for paper filing||$399.95||
All 1098, 1099, 5498 and W-2G modules for paper and electronic filing.
Form 5498-ESA reports your Coverdell ESA contributions and rollovers
for the prior year. Usually you are not required to attach this form to your
income tax return. Coverdells allow you to roll money from one account
to another account or beneficiary in the same family without any
income tax implications.
Our 5498-ESA software makes it easy to import, print and/or efile Form 5498-ESA securely and directly to the IRS. Import...
Type information on the screen as it would be typed on the form itself. The screen looks just like the most current form. Or import the data from Excel
Copy A has the look and feel of a normal sheet of paper printed with a special red ink. If you submit Copy A by mail to the IRS, it must be submitted on their paper with their special ink. Copy B and Copy C can be printed on ordinary paper with black ink.
With our software, you can adjust the top and left offsets to get the data to print perfectly on the red-ink forms.
Our 5498-ESA software creates files in the format required by the IRS for electronic transmission. The system is updated each year to reflect the format changes that are made by the IRS. File an unlimited number of 5498-ESA forms electronically with the IRS.
Due Dates... Furnish Copy B to the beneficiary (participant) by the end of April. Copy A must be paper filed or electronically filed by the end of May.