Prepare Form 5498-ESA records in the 1099ERICH Windows software. Import supported Excel or CSV data, review contributions and rollover information for coverdell esas, and create filing output for the free IRS IRIS Taxpayer Portal.
Prepare Form 5498-ESA using our Windows software and upload through the IRS IRIS Taxpayer Portal, or ask ERICH about managed e-filing. Software purchases and filing services are separate.
For Coverdell ESA trustees and custodians preparing their own information returns.
For teams and accounting professionals preparing larger batches of Form 5498-ESA returns.
Ask about a managed Form 5498-ESA filing. Eligibility, form type, tax year and record volume determine pricing.
Software: Each recipient form generated for an IRIS CSV filing file counts toward your license allowance; IRS portal file limits are separate. See counting examples. Managed filing: The posted $300 flat-fee tiers on our e-filing pricing page apply to eligible 1099-NEC returns; other form types are quoted individually.
For coverdell education savings account trustees. This contribution statement is different from the Coverdell distributions shown on Form 1099-Q.
A Coverdell ESA custodian collects contribution and rollover information by beneficiary. The amounts reported describe the account’s funding rather than education withdrawals.
Form-specific check: Separate the designated beneficiary, contribution year and rollover amounts. Form 1099-Q addresses distributions from Coverdell ESAs and certain qualified tuition programs; it is not a replacement for Form 5498-ESA.
Before importing: Reconcile deposit records by beneficiary and applicable contribution year.
Prepare your filing data with the software, then submit an eligible CSV through the free IRS IRIS Taxpayer Portal using your own IRIS account. The IRS does not charge a portal filing fee.
IRS IRIS filing information ↗Prefer not to upload the filing yourself? Call ERICH to arrange e-filing on your behalf.
Call 608-444-6575Download Windows Software ↓ Installation help Compare with Form 1099-Q →
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If this specific form is not the one you need, use the supported-forms directory to compare 1099, 1098, ACA, W-2, and state-reporting workflows available in the Windows desktop software.
Form 5498-ESA software is designed for Coverdell ESA trustees and custodians. Instead of manually building every return from scratch, work from beneficiary contribution and rollover exports, review the information that matters for this form, and prepare supported IRS IRIS upload files on your Windows PC.
Collect beneficiary contribution and rollover exports. Reconcile the figures to the account, transaction or payer systems that produced them before beginning the filing process.
Pay particular attention to contribution amounts, rollovers and beneficiary identity. Other fields may be required depending on the tax year and the specific transactions being reported.
Use supported Excel or CSV imports, inspect recipient information, and address reported validation issues before generating final files. Your working records stay local during software preparation.
Create the IRS IRIS Taxpayer Portal CSV output supported for Form 5498-ESA. Upload it using your authorized IRS access and check the IRS result; buying the Windows license does not itself transmit returns.
Make sure your filing year and records are supported, especially if you have special transactions or need to file corrections. Try the application with sample data first, and verify that its output matches your requirements.
Download Windows SoftwareView Excel & CSV TemplatesYes. The 1099ERICH Windows software includes the supported Form 5498-ESA preparation workflow. Download it to review the interface and supported fields before purchasing.
The Windows program supports specified Excel and CSV import formats. For Form 5498-ESA, prepare and review beneficiary contribution and rollover exports using the supported import template; confirm your tax-year format and required fields.
For Coverdell ESA contributions, review contribution amounts, rollovers and beneficiary identity. Check the IRS instructions for the filing year and reconcile amounts to your original records.
No. The Windows software prepares supported IRS IRIS Taxpayer Portal files. You submit through your authorized portal account and review the IRS acknowledgment, or request a separate managed filing service.
The Starter license costs $149 for up to 1,000 records; Business costs $249 for up to 5,000 records. Both include the same supported IRIS forms and preparation tools. Managed filing is a separate service quoted by form and scope.
