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Education Savings Account (ESA)
Coverdell ESA

Principal Publications Publications
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Links Inside Publications
Publication 559 - Survivors, Executors and Administrators - Final Income Tax Return for Decedent—Form 1040
Publication 970 - Tax Benefits for Education - Coverdell Education Savings Account (ESA)
Forms and Instructions Forms and Instructions
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Relevant Forms
2018 Form 1099-Q Payments from Qualified Education Programs (Under Sections 529 and 530) (Info Copy Only)
2018  Instructions for Form 1099-Q, Payments from Qualified Education Programs
2018  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2017 Form 1099-Q Payments from Qualified Education Programs (Under Sections 529 and 530) (Info Copy Only)Topic Screen for this Form
2017  Instructions for Form 1099-Q, Payments from Qualified Education Programs
2017  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
Form 5305-E Coverdell Education Savings Trust Account (Under section 530 of the Internal Revenue Code)Topic Screen for this Form
Form 5305-EA Coverdell Education Savings Custodial Account (Under section 530 of the Internal Revenue Code)Topic Screen for this Form
Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored AccountsTopic Screen for this Form
Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored AccountsHTML Instructions
2018 Form 5498-ESA Coverdell ESA Contribution Information
2018  Instructions for Form 5498-ESA, Coverdell ESA Contribution Information
2018  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2017 Form 5498-ESA Coverdell ESA Contribution InformationTopic Screen for this Form
2017  Instructions for Form 5498-ESA, Coverdell ESA Contribution Information
2017  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
heading icon Tax Topics
Tax Topic 310