IRS Form 1099-Q

2025 Printable Template

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Form last updated: 03/2024. Please verify this is the current version before use.

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What is a 1099-Q used for?

Form 1099-Q is used to report distributions from qualified education programs, including 529 plans and Coverdell ESAs. It is issued to the beneficiary or the account owner to document these distributions for tax purposes.

Who needs to fill out a 1099-Q form

Plan administrators or issuers of 529 plans and Coverdell ESAs must file this form with the IRS and provide a copy to the recipient of the distribution.

How to fill out a 1099-Q online?

Follow these steps to complete your 1099-Q form online.

Step 1
Step 1
Access the form in the PDF editor without uploading anything.
Step 2
Step 2
Enter the payer's information in the designated fields.
Step 3
Step 3
Fill in the recipient's details accurately.
Step 4
Step 4
Input the total distribution amount in box 1.
Step 5
Step 5
Specify the earnings in box 2 and the basis in box 3.
Step 6
Step 6
Select the type of distribution in box 6.
Step 7
Step 7
Review all entries for accuracy before submission.
IRS Form 1099-Q Instructions

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Frequently Asked Questions

Find quick answers to common questions about our PDF editor.

The plan administrator or issuer is responsible for filing Form 1099-Q with the IRS and providing a copy to the recipient.

Distributions used for qualified education expenses are generally tax-free, but amounts not used for qualified expenses may be subject to income tax and penalties.

The information on Form 1099-Q should be used to determine if any part of the distribution is taxable, but the form itself is not filed with your tax return.

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