1099-Q · e-file

File your 1099-Q online

Report each distribution your 529 plan or Coverdell ESA program paid — one form per transfer, too — and e-file to the IRS.

From $3.00 per record — down to $1.00 at volume. Corrections at no charge.

What the 1099-Q reports

Payments from qualified education programs — 529 plan administrators and Coverdell ESA trustees report distributions.

  • Gross distribution (Box 1)
  • Earnings (Box 2)
  • Basis (Box 3)

When it's due

The IRS e-file deadline for the 1099-Q is March 31 of the year after the tax year.

Enter your records early and pick a release date — checkout holds them until then, and warns you before any chosen date would file late.

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