TaxBandits Knowledge Base

What information is required to e-file Form 1099-QA?

To e-file Form 1099-QA with the IRS, the following essential information is required:

• Payer Information - Name, EIN or TIN, Address, and Phone number of the filing entity
• Recipient Information - Name, EIN, SSN, ITIN, or ATIN, Address, and Phone number of the designated beneficiary or the contributor
• ABLE account number
• Distribution Information
• Program-to-Program Transfer - The direct transfer of funds between ABLE accounts for the same beneficiary or an eligible family member, without the beneficiary receiving the money. 

When you have the above information ready, you can begin filling in the information and e-file Form 1099-QA to the IRS through TaxBandits.