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).
1098, 1098-C, 1098-E, 1098-F, 1098-T, 1099-A, 1099-B, 1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-INT, 1099-K, 1099-LTC, 1099-MISC, 1099-NEC, 1099-OID, 1099-PATR, 1099-Q, 1099-R, 1099-S, 1099-SA, 3921, 3922, 5498, 5498-SA, W-2G, W-2 and W-2C are also included at NO EXTRA CHARGE!
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 (Beneficiarys).
- Supports an unlimited number of Trustee records (Entities).
- Filters unwanted 5498-ESA forms in seconds.
- Two levels of password protection to secure your returns.
- Application level password protection to secure the entire application.
- 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.