Q. For taxes, how do I replace my 1099 from Social Security? A. The Social Security Administration 1099 tax form is mailed each January to everyone receiving Social Security benefits. For tax purposes ...

Form 1099-Q documents "payments from qualified education programs." If you received distributions from a 529 plan or ...

Forbes contributors publish independent expert analyses and insights. I write about 529 plans, ESAs, and other ways to save for college. This article is more than 9 years old. If you withdrew from ...

Q. I’ll be doing my grandson’s taxes this year. He goes to college and worked last summer earning a salary. His mom withdrew funds from his 529 savings account and from a Coverdell account for ...

Q. I lost my SSA-1099 for tax year 2009. How do I get a replacement? A. Request a replacement online at www.socialsecurity.gov through the "what you can do online" or "already receiving benefits" ...

The Protecting Americans from Tax Hikes (PATH) Act provided an important update to 529 plans, retroactive to the beginning of 2015. However, since Congress didn’t get around to passing the legislation ...

Each January, your mailbox and email are likely filled with tax forms. You’ll receive a W-2 reporting your wages if you work for an employer. But if you do any self-employed or freelance work, you may ...

I received a 1098T paid tuition and a 1099Q Payments from a qualified Education program. I know if I paid more school expenses than what was distributed then I don't have to really worry because it is ...

Each January, your mailbox and e-mail is likely filled with tax forms. If you work for an employer, you’ll receive a W-2 reporting your wages. But if you do any self-employed or freelance work, you ...