BanditAI
File Form 5498-ESA Online
TaxBandits offers a simple solution to prepare and file Form 5498-ESA, which reports Coverdell Education Savings Account (ESA) Contribution Information.
A Comprehensive Solution for Form 5498-ESA Filing
- Distribute Beneficiary Copies by Mail or Online Access
- AI-powered Assistance at Every Step
- World-Class Customer Support
Powerful Features for Tax Professionals
- Smart Client Management
- Flexible Team Management
- Custom Reports
The Bandit Commitment
Ensuring peace of mind for every
Form 5498-ESA you file.
Filing a Form 5498-ESA isn’t just about submission! It’s about getting the data right, validating it thoroughly, and owning the right outcome.
The Bandit Commitment defines how TaxBandits approaches compliance: preventing errors before filing, supporting corrections & resubmissions when needed, and standing accountable through acceptance and beyond.
Getting the right data in
Compliance starts with clean, validated data—long before your Form 5498-ESA
is transmitted.
Guided, end-to-end compliance
Federal filing, state compliance, and form distribution—handled together with complete guidance.
No-cost corrections & retransmissions
Corrections & retransmissions for your Form 5498-ESA are included with your
filing fee.
Money-back guarantee
If a Form 5498-ESA cannot be accepted or is a duplicate, the filing fee can be refunded.
Form 5498-ESA: Key Insights
- Form 5498-ESA is an IRS tax form filed by the trustee or custodian (such as banks, credit unions, or brokerage firms) to report contributions made to a Coverdell Education Savings Account (ESA) during the tax year.
- The deadline to e-file Form 5498-ESA with the IRS for the 2025 tax year is June 01, 2026.
- The deadline to furnish a beneficiary copy is April 30, 2026.
Why Choose TaxBandits to E-file Form 5498-ESA?
Explore the features that make TaxBandits the ideal choice for filing 5498-ESA forms online.
Exclusive Pro Features Designed for Tax Professionals
Enhance your tax filing process and optimize workflows with powerful, tailored tools designed for tax professionals.
Bulk Filing Made Easy
Easily manage filings for a few or thousands of clients. Import data via our bulk upload templates, accounting software integrations and API integration to file effortlessly.
Client Management
Effortlessly manage all your clients in one place. Keep track of clients and their filings, streamline your workflow with an intuitive, easy-to-use interface.
Secure, Branded Client Portal
Get a client portal that reflects your brand while ensuring top-tier security where your clients can upload documents, view forms, and stay informed about the filing progress.
Team Management
Add unlimited team members to streamline workflow and collaboration. Assign roles like preparer, approver, and transmitter based on filing responsibilities.
Flexible Payment Options
Get the benefit of volume-based pricing discounts based on the number of forms you file. The more forms you file, the more discounts you get. And, choose from BanditCash, prepaid credits, that best fit your needs.
Custom Reports
Access detailed reports to gain insights into team performance and client filings. Leverage in-depth analytics to make informed decisions and enhance productivity.
For high-volume filing, call us at (704) 684-4758 for customized pricing!
Seamless 5498-ESA Filing at Scale, Built for Enterprises
Manage high-volume 5498-ESA filing with customizable workflows, approval controls, and enterprise-grade support.
-
Seamless data ingestion at scale
Bring in data through integrations, APIs, bulk uploads, or custom templates—designed to fit your existing systems.
-
Custom requirements, fully supported
Tailor our system to accommodate complex, enterprise-specific compliance needs and operational requirements (such as SSO setup).
-
Personalized branding options
Customize recipient portals and email communications to align seamlessly with your brand identity.
-
Streamlined workflow management
Invite teams, assign precise roles, and delegate filing responsibilities with clear ownership and approval controls.
-
Enterprise-grade security and support
Benefit from robust security controls, priority assistance, and a dedicated account manager who understands your needs.
Ready to get started with TaxBandits?
Information Required to E-file Form 5498-ESA Online
The following information is required to complete Form 5498 with the IRS:
Trustee’s or Issuer’s Details:
Name, TIN, Address, and Contact Information of the Trustee/Issuer.
Beneficiary’s Details:
Name, TIN, Address, and Contact Information
Contribution Details:
This includes,- Coverdell ESA Contributions
- Rollover Contributions
Have all the information ready? Start filing your 5498-ESA forms with TaxBandits today!
How to file Form 5498-ESA Online with TaxBandits?
TaxBandits offers an efficient solution for e-filing IRS Form 5498-ESA, a crucial form for reporting Coverdell ESA and rollover contributions.
-
Step 1: Select Form 5498-ESA
Select Form 5498-ESA from the dashboard.
-
Step 2: Enter Form 5498-ESA Information
Enter the required Form 5498-ESA information manually in the respective fields.
-
Step 3: Choose Distribution Options
Distribute 5498-ESA copies to the beneficiary via postal mailing, online access portal, or a combination of both methods.
-
Step 4: Review and Transmit to the IRS
Review the 5498-ESA form summary and transmit it to the IRS.
We'll email you updates about the status of your forms. You can also track the status directly from your dashboard.
Ready to E-file Form 5498-ESA with the IRS?
Our Customer Reviews
Trusted and loved by users like you.
4.9 rating of 52,784 reviews
Frequently Asked Questions About Filing Form 5498-ESA Online
What is Form 5498-ESA?
Form 5498-ESA is an IRS tax form used to report contributions made to a Coverdell Education Savings Account (ESA) during the tax year.
A Coverdell ESA is a trust or custodial account established in the United States to cover a person's educational expenses. The account is set up for a specific individual, known as the beneficiary. To qualify for tax benefits, the account is named as a Coverdell ESA upon its creation.
To learn more about Form 5498-ESA and its filing requirements, visit irs.gov.
Are you ready to report your 5498-ESA Form? Get started with TaxBandits & file in a matter of minutes!
Start E-Filing Now
When is Form 5498-ESA E-Filing Deadline for 2025 Tax Year?
- The deadline to distribute the beneficiary copy of Form 5498-ESA is April 30, 2026.
- The deadline to file Form 5498-ESA with the IRS is June 01, 2026.
Learn more about the Form 5498 ESA deadline.
Success Starts with TaxBandits
An IRS Authorized E-file provider you can trust
