If you received distributions from a 529 plan or a Coverdell Education Savings Account (ESA), you will receive Form 1099-Q. Find more information about Coverdell Education Savings Accounts.
Who will receive it
Shareholders should expect to receive a 1099-Q including the gross distribution amount if you had:
When it will be mailed
Thrivent Mutual Funds will mail no later than January 31st.
How to use it
Calculate taxable income on IRS Form 1040 and state/local tax returns.
Refer to IRS Publication 970 for more information.
The information provided is not intended as a source for tax, legal or accounting advice. Please consult with a legal and/or tax professional for specific information regarding your individual situation.