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5498-ESA Software

5498-ESA Software Account Ability 1098, 1099, 3921, 3922, 5498, W2G, W2, W2C Software (https://www.AccountAbilitySoftware.com/)

Account Ability Tax Form 5498-ESA Software

5498-ESA Software
Account Ability's 5498-ESA Software
  • 5498-ESA forms can be keyed or imported from text files, spreadsheets and IRS Pub 1220 compliant transmittals.
  • Electronic filing (E-FILE) of tax Form 5498-ESA via IRS FIRE is included for free.
  • 5498-ESA forms are easily maintained on user friendly windows resembling the actual IRS Form (as shown above).
  • Bulk TIN Matching module (included for free) checks Beneficiary name and TIN against IRS records.
  • Prints 5498-ESA IRS Copy A and Form 1096 on ordinary copy paper.
  • Prints Beneficiary copies on blank paper (see SAMPLE OUTPUT below) or fillable 5498-ESA forms.
  • Exports 5498-ESA forms to CSV text files compatible with Excel.
  • 5498-ESA forms can be rolled foward from year-to-year at your option.
  • Supports an unlimited number of 5498-ESA forms.
  • Supports an unlimited number of Trustee records (entities).
  • Filters unwanted 5498-ESA forms in seconds.
  • Two levels of password protection to secure your returns.
  • 5498-ESA forms can be locked for review only after final submission to IRS.
  • Calculates and prints Form 1096 for IRS or an information copy for your records.
  • Includes quick access to the Windows calculator when needed.
  • Includes current year and prior year correction processing.
  • Displays IRS 5498-ESA reporting instructions and filing due dates.
  • Beneficiary comments, visible only to the Trustee, can be added to any 5498-ESA Form.
  • Beneficiary copies can be delivered via Account Ability's optional Print and Mail Service.
  • All of your 5498-ESA forms reside on your computer (or network), not ours.
  • Detailed Control Reports help to validate your data prior to processing.
  • Includes free and unlimited 24/7 technical support to all licensed users.
  • Visit our website and read all of the features.
5498-ESA Copy A for IRS
5498-ESA Beneficiary Copy B (Companion Envelope DW19W)
5498-ESA Beneficiary Copy B on Pressure Seal (Requires Form PSB99Z)
1096 Information Copy for Filer's Records
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