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February 13, 2023
Question

1099-QA Distribution from an ABLE Account

  • February 13, 2023
  • 1 reply
  • 0 views

when I search for Form 1099-QA (distributions from ABLE Accounts ) I only find Form 1099-q in for withdrawals from education 529 plans but not 1099-qa.  The search as suggested in answers to similar questions to jump to forms does not show a 1099qa only various other 1099's.  I am trying to report a distribution for a disabled person who used the funds for housing which is a qualified expense for such an account.  Seems to me there should be a walk through to determine if the distribution was taxable or not just to be sure and also qualify for an accurate tax return (information) guarantee.

1 reply

KrisD15
February 13, 2023

To get to that section

Please type 1099qa into the search, do not use the hyphen 

Or 

Go to Other Tax Situations

Miscellaneous Forms

Additional taxes and repayments 

 

Please be aware however, the program will not have you report the 1099-QA in an interview, as it does for other forms. 

This area only allows you to report the taxable portion, if any. 

 

 

 

 

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