Form 1099-Q is a tax form sent to individuals who receive distributions from a Coverdell education savings account or 529 plan. Skip to content. News Markets Companies Earnings ...

Should I claim the 1098-T and 1099-Q on my return? Published: Feb. 03, 2009, 11:24 p.m. By . Kathy Howell, IRS Tax Senior Tax Consultant, Community Blogger; Question from Carol February 3, 2009 at ...

1099-Q. Form 1099-Q documents "payments from qualified education programs." If you received distributions from a 529 plan or Coverdell education savings account (CESA) ...

1099-Q: Payments from Qualified Education Programs. Generally, income received on Form 1099-Q is tax-free as you’ll most likely have received this form due to distributions from qualified ...

1099-Q reports withdrawals from qualified education programs, such as 529 college savings plans and Coverdell education savings accounts. The form reports your gross distributions and earnings ...

The Protecting Americans from Tax Hikes (PATH) Act provided an important update to 529 plans, retroactive to the beginning of 2015. However, since Congress didn’t get around to passing the ...

(I received the 1099-Q but my daughter received the form 1098-T.) Answer: Lisa - My answer that there is a taxable portion of the distribution (based on the amount refunded by the school) ...