Form 1099-Q, Payments from Qualified Education Programs (Under Sections 529 and 530)

File Form 1099-Q (Info Copy Only) if you:

Form 1099-Q

New rule for trustee-to-trustee transfers after December 22, 2017 from Qualified Tuition Programs -- 03-JUL-2018

• Are an officer or an employee, or the designee of an officer or employee, having control of a program established by a state or eligible educational institution.
• Made a distribution from a qualified tuition program (QTP).