Prepare Form 5498-ESA without retyping every return into a portal.
Form 5498-ESA, Coverdell ESA Contribution Information, is commonly used by Coverdell education savings account trustees and custodians. 1099ERICH is designed to help organize Coverdell ESA contributions and beneficiary information in a repeatable desktop workflow.
What the software does
- Imports the required structured CSV or Excel layout for Form 5498-ESA.
- Checks imported records for missing or incorrectly formatted information before you create filing files.
- Lets you correct the source spreadsheet and re-import until the validation report is clean.
- Prints recipient copies locally, including masked taxpayer identification numbers where appropriate.
- Creates IRS IRIS CSV upload files in blocks of no more than 250 records for the supported workflow.
Why a dedicated 5498-ESA workflow helps
When you prepare many 5498-ESA returns, a consistent import layout can reduce repetitive typing and make corrections easier to control. Your source file remains on your computer during the normal software workflow, and you upload the final files through your own IRS IRIS access.
5498-ESA softwareForm 5498-ESA softwareCoverdell contribution reporting software