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Tax Resource Center

1099-Q CESA Distributions

If you received distributions from a Coverdell Education Savings Account, you’ll receive Form 1099-Q. Find more information about Coverdell Education Savings Accounts.

Who Gets It

Shareholders who took partial or total distributions.

Additionally, expect to receive a 1099-Q if you had:

  • distributions taken from a Coverdell Education Savings Account (CESA)
  • distributions taken to remove an excess CESA contribution
  • transfers from a CESA to another CESA or 529 plan
  • distributions to a beneficiary due to the student's death

When It's Mailed

Thrivent Mutual Funds targets mail dates by January 31st.

What's In It

Distribution amount.

How To Use It

Calculate taxable income on IRS Form 1040 and state/local tax returns.

1099-Q Tax Form Information

Refer to IRS Publication 970 for more information. At Thrivent Mutual Funds, we recommend you consult your tax advisor to make sure you’re getting the most out of your investments. Thrivent Mutual Funds and their representatives cannot provide legal or tax advice.