×
tax forms found in
Tax Form Code
Tax Form Name

Federal Free Printable 2017 Form 1099-QA for 2018 Federal Distributions from ABLE Accounts

It appears you don't have a PDF plugin for this browser. Please use the link below to download 2017-federal-form-1099-qa.pdf, and you can print it directly from your computer.

Distributions from ABLE Accounts
2017 Form 1099-QA

VOID 1A1A CORRECTED 1 Gross distribution PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. $ 2 Earnings PAYER’S federal identification no. RECIPIENT’S social security number Form 1099-QA 3 Basis 4 Program-to-program transfer 5 Check if ABLE account terminated in 2017 Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) Form 1099-QA Cat. No. 67554X 2017 $ $ RECIPIENT’S name OMB No. 1545-2262 www.irs.gov/form1099qa 6 Check if the recipient is not the designated beneficiary Distributions From ABLE Accounts Copy A For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the 2017 General Instructions for Certain Information Returns. Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page CORRECTED (if checked) 1 Gross distribution PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. $ 2 Earnings PAYER’S federal identification no. RECIPIENT’S social security number Form 1099-QA 3 Basis 4 Program-to-program transfer 5 If checked, ABLE account terminated in 2017 Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) Form 1099-QA (keep for your records) 2017 $ $ RECIPIENT’S name OMB No. 1545-2262 www.irs.gov/form1099qa 6 If this box is checked, the recipient is not the designated beneficiary Distributions From ABLE Accounts Copy B For Recipient This is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported. Department of the Treasury - Internal Revenue Service Instructions for Recipient Recipient's taxpayer identification number. For your protection, this form may show only the last four digits of your SSN, ITIN, or ATIN. However, the payer has reported your complete identification number to the IRS. Account number. May show an account or other unique number the payer has assigned to distinguish your account. Box 1. Shows the gross distribution paid to you this year from an Achieving a Better Life Experience (ABLE) savings account in 2017. Gross distribution includes distributions from the ABLE account for both qualified and nonqualified disability expenses. The gross distribution also includes amounts distributed that the designated beneficiary intends to roll over to another ABLE account, but does not include program-to-program transfers. A gross distribution also includes a withdrawal of excess contributions plus earnings. Box 2. Shows the earnings part of the gross distribution shown in box 1. Generally, amounts distributed that are used to pay for qualified disability expenses, or rolled over to another ABLE account within 60 days, are not included in income. Report taxable amounts as “Other income” on Form 1040. Also see Form 5329 and its separate instructions. Box 3. Shows your basis in the gross distribution reported in box 1. Box 4. This box is checked if a program-to-program transfer was made from this ABLE account to another ABLE account. Box 5. This box is checked if the ABLE account was terminated in 2017. Box 6. The designated beneficiary is the individual named in the document creating the ABLE account to receive the benefit of the funds in the account. If this box is checked, you are not the designated beneficiary of this ABLE account. You and/or the designated beneficiary may be subject to additional taxes and/or penalties on the box 1 gross distribution. See Form 5329 and its separate instructions and the Instructions for Form 1040 (line 21, “Other income”). VOID CORRECTED 1 Gross distribution PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. $ 2 Earnings PAYER’S federal identification no. RECIPIENT’S social security number Form 1099-QA 3 Basis 4 Program-to-program transfer 5 Check if ABLE account terminated in 2017 Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) Form 1099-QA 2017 $ $ RECIPIENT’S name OMB No. 1545-2262 www.irs.gov/form1099qa 6 Check if the recipient is not the designated beneficiary Distributions From ABLE Accounts Copy C For Payer For Privacy Act and Paperwork Reduction Act Notice, see the 2017 General Instructions for Certain Information Returns. Department of the Treasury - Internal Revenue Service Instructions for Payer To complete Form 1099-QA, use: • the 2017 General Instructions for Certain Information Returns, and • the 2017 Instructions for Form 1099-QA. To get or to order these instructions, go to www.irs.gov/form1099qa. Due dates. Furnish Copy B of this form to the recipient by January 31, 2018. File Copy A of this form with the IRS by February 28, 2018. Need help? If you have questions about reporting on Form 1099-QA, call the information reporting customer service site toll free at 1-866-455-7438 or 304-263-8700 (not toll free). Persons with a hearing or speech disability with access to TTY/TDD equipment can call 304-579-4827 (not toll free).
Extracted from PDF file 2017-federal-form-1099-qa.pdf, last modified August 2016

More about the Federal Form 1099-QA Other TY 2017

We last updated the Distributions from ABLE Accounts in January 2018, so this is the latest version of Form 1099-QA, fully updated for tax year 2017. You can download or print current or past-year PDFs of Form 1099-QA directly from TaxFormFinder. You can print other Federal tax forms here.

Other Federal Other Forms:

TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 8283 Noncash Charitable Contributions
Form 8962 Premium Tax Credit
Form W-4V Voluntary Withholding Request
Form 8965 Health Coverage Exemptions
Form 8889 Health Savings Accounts (HSAs)

Download all  tax forms View all 775 Federal Income Tax Forms


Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 1099-QA from the Internal Revenue Service in January 2018.

Show Sources >

Historical Past-Year Versions of Federal Form 1099-QA

We have a total of three past-year versions of Form 1099-QA in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2017 Form 1099-QA

2017 Form 1099-QA

2016 Form 1099-QA

2016 Form 1099-QA

Distributions from ABLE Accounts 2015 Form 1099-QA

2016 Form 1099-QA


TaxFormFinder Disclaimer:

While we do our best to keep our list of Federal Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.

** This Document Provided By TaxFormFinder.org **
Source: http://www.taxformfinder.org/federal/form-1099-qa