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529 College Savings Plan Distribution Request Form
Quick guide on how to complete 529 college savings plan distribution request form
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People also ask
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What documentation is needed for 529 withdrawal?
When making withdrawals from your 529, you'll be asked whether the funds will be used for qualified expenses. Otherwise, there's no documentation or proof that you need to provide after completing your withdrawal and making your payment.
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How do I get a distribution from my 529 plan?
You can call your plan administrator, make a request online, or submit a withdrawal request form. The plan can send withdrawals by check to the account owner, the beneficiary, or the school. You can transfer the money to yourself or the beneficiary electronically and then make payment to the school.
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How do I report 529 distributions on my tax return?
The result must be reported as income on the beneficiary's or the account owner's federal income tax return, Schedule 1 Form 1040, line 8, or Form 1040NR, line 21. If the distribution is subject to the 10% penalty tax, the additional tax must be reported on Schedule 2 (Form 1040), line 6, or Form 1040NR, line 57.
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Who reports 1099-Q, parent or child?
The recipient listed on Form 1099-Q Payments From Qualified Education Programs (Under Sections 529 and 530) should report the distribution on his or her tax return. If the recipient is a family member, the distribution has to be reported on that person's tax return, not your return.
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What documentation is needed for 529 withdrawal?
When making withdrawals from your 529, you'll be asked whether the funds will be used for qualified expenses. Otherwise, there's no documentation or proof that you need to provide after completing your withdrawal and making your payment.
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What is a proof of 529 withdrawal?
In each year you take withdrawals from a 529, the plan administrator should issue a Form 1099-Q, which reports the total distribution taken from the account in a given year, the portion of the distribution that came from earnings in the account, and the portion of the distribution that represents the original ...
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Do I have to report 1099-Q on my tax return?
If your earnings are taxable, you must report the taxable earnings (box 2 on the 1099-Q form) on line 21 of IRS form 1040. If additional penalties apply, you also may need to complete IRS form 5329. Consult a tax professional for more information.
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What is the form for 529 distributions?
IRS Form 1099-Q is issued when you withdraw funds from a 529 plan or Coverdell ESA, detailing your total withdrawals, including earnings and basis. When you receive IRS Form 1099-Q, you'll need to report this information on your tax return if the distribution is used for non-qualifying expenses.
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