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Instructions for IRS Form 1099-QA, 5498-QA
for the current year.
Instructions for IRS Form 1099-QA, 5498-QA
This document contains official instructions for IRS Form 1099-QA , and IRS Form 5498-QA . Both forms are released and collected by the Internal Revenue Service (IRS), a subdivision of the U.S. Department of the Treasury. An up-to-date fillable IRS Form 5498-QA is available for download through this link.
FAQ
Q: What is IRS Form 1099-QA?
A: IRS Form 1099-QA is used to report distributions made from a qualified ABLE program.
Q: What is IRS Form 5498-QA?
A: IRS Form 5498-QA is used to report contributions made to a qualified ABLE program.
Q: What are qualified ABLE programs?
A: Qualified ABLE programs are tax-advantaged savings accounts for individuals with disabilities.
Q: Who needs to file IRS Form 1099-QA?
A: Financial institutions that administer qualified ABLE programs need to file this form to report distributions.
Q: Who needs to file IRS Form 5498-QA?
A: Financial institutions that administer qualified ABLE programs need to file this form to report contributions.
Q: When is the deadline for filing Form 1099-QA?
A: The deadline for filing Form 1099-QA is January 31st of the following year.
Q: When is the deadline for filing Form 5498-QA?
A: The deadline for filing Form 5498-QA is May 31st of the following year.
Instruction Details:
- This 4-page document is available for download in PDF;
- These instructions will be used to file next year's taxes. Choose a previous version to file for the current tax year;
- Complete, printable, and free.
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