Form 1099-QA Template

Use this form to record distributions from ABLE accounts, including gross distribution, earnings, and basis.

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

Why use a Form 1099-QA?

A Form 1099-QA helps organize payer, recipient, ABLE distribution amounts, transfer status, and account closure details.

Record ABLE distributions

Capture gross distribution, earnings, and basis amounts for ABLE account reporting.
Track transfer details

Mark program-to-program transfers when the distribution was transferred to another program.
Show account status

Record whether the ABLE account was terminated or the recipient was not the beneficiary.

This template includes payer and recipient details, ABLE distribution fields, transfer checks, and account status fields.

Payer details
Fields capture payer name, address, telephone number, and taxpayer identification number.
Recipient information
Includes recipient name, address, taxpayer identification number, and account number.
Distribution amounts
Provides fields for gross distribution, earnings, and basis amounts.
Transfer and rollover status
Includes a program-to-program transfer field for ABLE account distributions.
Account status checks
Includes account termination and non-designated-beneficiary status fields.