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Information about Form 1099-Q

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Information about Form 1099-Q

Updated: 12/04/2007

Article ID: 3488

Select a link below to go directly to a topic or read through the document to learn about Form 1099-Q.

What is Form 1099-Q?
How do I Enter Form 1099-Q?

What is Form 1099-Q?

You may receive Form 1099-Q, Payments from Qualified Education Programs (Under Sections 529 and 530), if you:

Received a distribution from a Coverdell education savings account (ESA).
Received tuition benefits or a refund from a qualified tuition program (QTP).
Changed programs or program trustees.
Are the designated beneficiary of an estate.

Usually, these distributions are not taxable to you if you transferred the funds to another program, another family member, or used the funds to pay for your education.

How do I Enter Form 1099-Q?

For TurboTax Basic, Deluxe, or Premier:

Select the Federal Taxes tab, then select Income.
In the Your Income screen, select the Select Specific Topics button.
In the Your Income screen, select Less Common Income.
Select the Start or Revisit button for Miscellaneous Income.
In the Any Other Miscellaneous Income? screen, select the Coverdell ESA (Form 1099-Q) check box.

coverdell

In the Education Plans screen, select the options that apply to the Form 1099-Q you received.

education-plans

Follow the on-screen instructions in the TurboTax Interview.

For TurboTax Home & Business:

Select the Personal tab, then select Personal Income.
In the Your Personal Income screen, select the Select Specific Topics button.
In the Your Personal Income screen, select Less Common Income.
Select the Start or Revisit button for Miscellaneous Income.
In the Any Other Miscellaneous Income? screen, select the Coverdell ESA (Form 1099-Q) check box.
In the Education Plans screen, select the options that apply to the Form 1099-Q you received.
Follow the on-screen instructions in the TurboTax Interview.

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