1099-Q reports withdrawals from qualified education programs, such as 529 college savings plans and Coverdell education savings accounts. The form reports your gross distributions and earnings ...

Forms 1099-QA and 1098-F: Purpose and Requirements Form 1099-QA: Distributions From ABLE Accounts Form 1099-QA is an IRS tax form filed by states, their agencies, or their instrumentalities.

Box 2a shows whether your mutual fund holdings made capital gains distributions last year. (If you yourself made a sale, you’ll see that reflected on Form 1099-B, not 1099-DIV.) When funds have ...

Your 1099-R tells the IRS a story about your IRA distributions. But what if the story is not true? If a distribution was made from your IRA during 2024, your IRA custodian must send you a Form ...

Form 1099-R reports distributions from retirement plans, like a 401(k) or IRA. Generally, distribution from these plans are ...

1099 forms report income received by individuals or businesses that is not from traditional employment, like freelance payments, income from investments, retirement distributions and withdrawals ...

Form 1099-QA is an IRS tax form filed by states, their agencies, or their instrumentalities. It reports distributions from Achieving a Better Life Experience (ABLE) accounts specifically designed ...

Some tax forms have worksheets to reconcile differences. For example, you may receive 1099-SA reporting HSA distributions, but they won't be taxable if you spent the withdrawals on qualified ...