TaxBandits Knowledge Base

How to file Form 1099-Q?

-TaxBandits allows you to e-file Form 1099-Q manually for the current tax year. 

Here are the steps to follow:

• Sign in to your TaxBandits account.
• From the dashboard, click Start New → Form>>1099-Q

• Select the tax year you like to file form 1099-Q to report Payments from Qualified Education Programs.
• Click Start Now under Manual Data Entry.

• Enter the form details and fill in the applicable boxes.
• Review and choose the services (Postal Mailing, Online Access, State filing) you need for this order.
• Review the amounts and details you entered on your form(s).
• Check your cart and click Complete Your Order to pay the filing fee.
• Enter your card details and click Pay and Transmit.

Once you transmit your forms, you will receive an email notification with an Order Number from TaxBandits. You can then track the status of your forms from the account dashboard at any time.