Table of contents

Form 1099-Q Explained: Reporting Payments from 529 Plans and Coverdell ESAs

Who Files Form 1099-Q and When?

Key Information Reported on Form 1099-Q

Determining Taxable vs. Non-Taxable Distributions

Qualified Education Expenses: What's Covered?

Form 1099-Q Implications: Tax Reporting Considerations for Education Savings Distributions

Frequently Asked Questions