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2023 Form 1099-Q
E-Filing: Report Your 529/Coverdell ESA Distributions

File Form 1099-Q electronically for efficient reporting of education plan distributions to the IRS.

E-file Form 1099-Q

Takes less than 5 minutes

Affordable E-File Solution

Get started for as little as $2.49 per form, with prices decreasing to just $0.59 per form for higher volumes.

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3 Clicks & Done! Efile Your 1099-Q Today!

Effortless E-Filing for Information Returns: Start Using TaxZerone Today!

3 Clicks & Done! Efile Your 1099-Q Today!
  • Fill out Form 1099-Q

    Fill out Form 1099-Q

    Enter all required information for the payer/trustee and recipient, including gross distribution.

  • Review & transmit the return

    Review & transmit the return

    Double-check for accuracy before submitting your IRS forms.

  • Send the recipient copy

    Send the recipient copy

    No More Paper Chase! Secure Electronic Delivery of forms to Recipients with ZeroneVault.

E-file Form 1099-Q

Takes only 3 steps

Top Reasons to E-file Your 1099-Q with TaxZerone

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Smart IRS validations

Smart IRS validations

File with confidence! TaxZerone's real-time validation ensures flawless
1099-Q submissions.

Bulk upload support

Bulk upload support

No More Tedious Typing. TaxZerone's bulk upload makes 1099 filing a breeze.

Electronic Delivery

Electronic Delivery

No more paperwork hassles! Efile & deliver 1099-Qs to the recipients electronically with TaxZerone.

Competitive pricing

Competitive pricing

Don't overpay! Get started today with our competitive pricing.

Simplified form-based filing

Simplified form-based filing

File your 1099-Qs electronically with TaxZerone's convenient, form-based interface.

Guided filing

Guided filing

TaxZerone's clear instructions and on-demand support ensure your 1099s are filed correctly.

Effortless 1099-Q E-Filing:Report Education Plan Distributions

Effortless e-filing awaits! TaxZerone makes it quick, simple, and hassle-free.

E-file Form 1099-Q

Takes 3 steps and less than 5 minutes

Frequently Asked Questions

1. What is Form 1099-Q used for?

Form 1099-Q is used to report distributions from qualified education programs (529 plans and Coverdell ESAs) to both the IRS and the recipient. These distributions include payments made to cover educational expenses for designated beneficiaries.

2. Who is required to file Form 1099-Q?

Financial institutions, educational institutions, or any entity that administers a qualified education program and makes distributions of $10 or more during the tax year must file Form 1099-Q. This form ensures that both the IRS and the recipient are informed about the taxable distributions.

3. What information needs to be included on Form 1099-Q?

When filing Form 1099-Q, you must include the recipient’s name, address, and Taxpayer Identification Number (TIN). Additionally, report the total amount of distributions made during the tax year, the earnings portion of the distribution (if applicable), and any contributions returned to the program.

4. When is the deadline to file Form 1099-Q?

There are two key deadlines:
  • Filing with the IRS : The deadline is February 28th of the following year (March 31st for electronic filing).
  • Furnishing Copy to Recipient : You must provide a copy of the form to the recipient by January 31st of the following year.