SharonD007
Expert Alumni

Get your taxes done using TurboTax

Check with your Mother; she may have received it. If she didn't receive it, you will have to contact the Plan Administrator to get the 1099-Q form. Also, the 1099-Q is reported on the tax return of the person's tax return whose Social Security number is on it.  You may be subject to a penalty on the distribution since it wasn't used for education expenses.

 

Please review the TurboTax articles Information on 529 PlansGuide to IRS Form 1099-Q: Payments from Qualified Education Programs, and What is IRS Form 1099-Q? for further details.

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