Form 1099-Q Template

Use this form to record payments from qualified education programs under sections 529 and 530.

By using this template, you agree to our Template Terms of Use.

Why use a Form 1099-Q?

A Form 1099-Q helps organize payer, trustee, recipient, distribution, earnings, basis, and transfer details.

Record education payments

Capture gross distributions, earnings, and basis for qualified education programs.
Show transfer type

Mark trustee-to-trustee transfers or QTP-to-Roth IRA transfers when applicable.
Identify distribution source

Record whether the distribution is from a private QTP, state QTP, or Coverdell ESA.

This template includes payer or trustee details, recipient fields, distribution amounts, transfer types, and source checks.

Payer or trustee details
Fields capture payer or trustee name, address, telephone number, and TIN.
Recipient information
Includes recipient name, address, taxpayer identification number, and account number.
Distribution amounts
Provides fields for gross distribution, earnings, and basis amounts.
Transfer type fields
Includes trustee-to-trustee and QTP-to-Roth IRA transfer checkboxes.
Program source checks
Includes private QTP, state QTP, Coverdell ESA, and beneficiary status checks.