The trustee or issuer of an individual retirement arrangement (IRA) or Coverdell Education Savings Account (ESA) will report to the IRS any contributions or changes made to the account by the participant on various types of IRS Form 5498. More specifically, these forms will be sent when the participant makes contributions (including rollover contributions) to any IRA including a SEP, SIMPLE, Roth IRA, and Coverdell ESA; Roth conversions; and IRA recharacterizations.

IRS Form 5498, IRA Contribution Information

IRS Form 5498-ESA, Coverdell ESA Contribution Information

The files are in Adobe portable document format (PDF), which requires the use of Adobe Acrobat Reader.

To get a free version of Adobe Acrobat Reader software, go to the Adobe web site.

For more information, see our discussion.

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