Coverdell Education Savings Account

Topic Index


Publications

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)

Publication 970 - Tax Benefits for Education - Coverdell Education Savings Account (ESA)


Forms and Instructions

Relevant Forms

2013 Form 1099-Q Payments from Qualified Education Programs (Under Sections 529 and 530) (Info Copy Only)
2013 Instructions for Form 1099-Q, Payments from Qualified Education Programs
2013 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 1099-Q Payments from Qualified Education Programs (Under Sections 529 and 530) (Info Copy Only)
2012 Instructions for Form 1099-Q, Payments from Qualified Education Programs
2012 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)

Form 5305-EA Coverdell Education Savings Custodial Account (Under section 530 of the Internal Revenue Code)

Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts
Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

2013 Form 5498-ESA Coverdell ESA Contribution Information (Info Copy Only)
2013 Instructions for Form 5498-ESA
2013 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 5498-ESA Coverdell ESA Contribution Information (Info Copy Only)
2012 Instructions for Form 5498-ESA
2012 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

Tax Topics

Tax Topic 310