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1099 Software > Services > Import Data

Import 5498-ESA Data

This page shows the order of data used for importing data into IRS Form 5498-ESA software.

Each column has to be read in the correct sequence. The 1st column on your data identifies whether this information return is Void. The 2nd column has a value for Corrected and so forth following in the order below for the 5498-ESA:

Void
Corrected
Trustee Name
Trustee Address
Trustee City
Trustee State
Trustee Zip
Trustee Federal Identification Number
Beneficiary Federal identification number
Beneficiary Name
Beneficiary Address
Beneficiary City
Beneficiary State
Beneficiary Zip
Account number
5498esa_1 // coverdell esa contributions
5498esa_2 // rollover contributions

Type of TIN is taken from the TIN itself. If the TIN contains one dash (-), then the TIN type is an EIN. If the TIN contains two dashes, then the TIN type is a SSN. Otherwise the TIN is identified as unknown.

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