Your Form W-2 CSV Template is on the way to your inbox…with filing instructions! × The Deadline to E-file Form (formType) is March 31, 2025.E-File Now E-file Form 1099-QA Online Prepare and file Form 1099-QA easily and securely with TaxBandits to report distributions from Achieving a Better Life Experience (ABLE) accounts. E-file 1099-QA Now How to File Form 1099-QA A Comprehensive Solution for Form 1099-QA Filing Flexible Data Import Options Distribute Recipient Copies by Mail or Online Access AI-powered Assistance at Every Step World-Class Customer Support PRO Features Built for Tax Professionals Comprehensive Client Management Effortless Team Management Insightful Reports See how TaxBandits beats the competition—A comparison with other providers. Learn more Form 1099-QA: Key Insights Form 1099-QA is an IRS information return that reports distributions from an ABLE (Achieving a Better Life Experience) account. The state or its agency, or the instrumentality that runs ABLE programs, must file Form 1099-QA with the IRS and furnish recipient copies to the designated beneficiary. Form 1099-QA must be e-filed with the IRS by March 31, 2025, and furnish the recipient copies by January 31, 2025. Get Started Now Why Choose TaxBandits to E-file Form 1099-QA? Discover the exceptional features that make TaxBandits the perfect solution for filing 1099-QA online. Data Import & Validations Recipient Copy Distribution Federal Compliance More Innovative Features Simple Manual Input Complete the 1099-QA form manually by following the step-by-step instructions to accurately enter data in each field. Bulk Upload Easily import large data volumes for Form 1099-QA using our Bulk Import (CSV) feature. Simply upload your file, and our system will auto-fill the fields. TIN Matching Ensure accurate recipient TIN by validating against the IRS records to reduce the possibility of rejections and penalties. Internal Audit Check Our system automatically detects any basic errors in your 1099-QA forms, ensuring compliance before submission. Free USPS Validation Validate your recipient’s address with the USPS database, enabling secure and accurate delivery of 1099-QA copies. IRIS Business Validation Our application ensures that your 1099-QA returns comply with IRIS business rules by identifying and correcting errors before transmission. Postal Mailing Ensure timely delivery of 1099-QA recipient copies by mailing them via postal service and tracking their status from transit to receipt. Online Access Online access grants your recipient lifetime access to a secure portal where they can view and download their forms anytime. Postal Mailing + Online Access 10% OFF Select the postal mailing and online access combo to deliver recipient copies with confidence. Save 10% while ensuring secure delivery. Self-Service Print and Mail Prefer handling recipient copy distribution on your own? Download, print, and mail 1099-QA copies independently. Smart Mail If your recipient hasn’t accessed the portal for a week, we’ll automatically mail the 1099-QA form. Foreign Mailing TaxBandits ensures the secure printing and mailing of 1099 forms to international recipients on your behalf. IRS E-Filing TaxBandits ensures fast and accurate 1099-QA submission, meeting all IRS requirements. Automatic 1096 Generation Get Form 1096 automatically generated when filing 1099-QA with us, for your records. Free Retransmission Resubmit rejected forms at no extra cost, ensuring successful filing without delays. Free 1099-QA Corrections TaxBandits allows you to e-file 1099-QA corrections for forms previously filed with the IRS at no additional cost. Schedule Filing Schedule your 1099-QA return in advance, make changes to the form, reschedule or cancel the filing date, and e-file instantly whenever needed. BanditAI Our BanditAI offers real-time answers and solutions to your filing questions, which makes your 1099-QA filing process easier. BanditCash Enjoy a seamless checkout experience by easily adding funds to your account wallet and managing payments. World-Class Customer Support TaxBandits offers expert assistance through live chat, phone, and email, guaranteeing a seamless e-filing experience. Advanced Security We prioritize the security of sensitive information by implementing multi-tiered security measures to ensure your data remains invulnerable. Records Stored Your 1099-QA copies are securely stored on our servers for 7 years. You can easily access, download, or print them anytime. Address Book Import information about payers and recipients into your Address Book, either manually or in bulk, to access their details for 1099-QA filings. Smart Review Streamline your tax process with Smart Review—verifying, validating, and correcting filings for accurate and compliant submissions. E-file 1099-QA Now How to E-file 1099-QA Exclusive Pro Features for Tax Professionals Improve your tax filing process and streamline workflows with premium features specifically developed for tax professionals. Team Management Improved team management feature that allows inviting unlimited team members, assigning them predefined roles, and delegating 1099-QA filings for specific clients. Client Management A customized portal that reflects your brand identity to empower seamless communication, data exchange and simplifies document sharing with your clients. Custom Reports Enhance your team's performance by accessing detailed reports that offer valuable insights into team dynamics and client filings. Utilize comprehensive analytics to make informed decisions. Contact our team at (704) 684-4758 to discuss custom pricing options for high-volume filing! Request Demo Information Required to E-file Form 1099-QA Online 01 Payer’s Info: Name, address, and TIN of the state or other applicable agency managing the ABLE account. 02 Recipient Info: Name, address, and TIN of the designated beneficiary (ABLE account holder). 03 ABLE Account Distribution Info: This includes, Gross Distribution: The total amount withdrawn from the ABLE account. Earnings: Portion of the gross distribution attributable to earnings on the account. Basis: Portion of the distribution representing the return of contributions (principal). Have all the information ready? Start filing your 1099-QA forms with TaxBandits today! Get Started Now How to file Form 1099-QA Online with TaxBandits? TaxBandits offers you flexible options to complete 1099-QA filing. Simply choose your preferred data import method and file with ease. Manual Entry Bulk Import Step 1: Select Form 1099-QA Select Form 1099-QA from the dashboard to file for the 2024 tax year. Step 2: Enter Form 1099-QA Information Enter the required Form 1099-QA information either manually or by bulk upload option. Step 3: Choose Distribution Options Distribute recipient copies of 1099- QA forms through postal mail, online access, or both. Step 4: Review and Transmit to the IRS Review the 1099-QA form summary and transmit it to the IRS. We'll send you email updates regarding the status of your forms. You can also track the status directly from your dashboard. Step 1: Download the Standard CSV Template Download the standard CSV template, fill in the 1099-QA information, and upload the information to complete the 1099-QA filing Step 2: Review Import Summary Our system will generate your 1099-QA based on the imported data. You can review the data and make changes as needed. Step 3: Choose Distribution Options Choose how to deliver recipient copies: postal mail, online access, or both. Step 4: Review and Transmit to the IRS Review the form summary and transmit the forms to the IRS. We'll send you email updates regarding the status of your forms. You can also track the status directly from your Dashboard. Ready to E-file Form 1099-QA with the IRS? Get Started Now How to E-file 1099-QA Our Customer Reviews 4.8 rating of 12,784 reviews L - Luis Collazo Excellent Step by Step process and easy to go back and make edits.... J - Jay Polonsky Very easy navigation going forward and backwards. I usually have trouble online with confusing instructions. Yours is very easy. A - Allen Cohen Easy and reasonably priced. Great customer service! I - Igor Mandryka I’m quite impressed, especially in comparison with other sites from the IRS list I reviewed as well. Well done. Thank you. View More Reviews Frequently Asked Questions About Filing Form 1099-QA Online What is Form 1099-QA? Form 1099-QA, Distributions From ABLE Accounts, is an IRS information return that reports distributions from an Achieving a Better Life Experience (ABLE) account. These tax-advantaged savings accounts help individuals with disabilities (designated beneficiaries) cover qualified disability expenses without impacting their eligibility for government benefits. The qualified disability expenses (QDE) include housing, education, transportation, health, wellness, employment training, assistive technology, and personal support services. Who Must File Form 1099-QA? Form 1099-QA, which reports distributions from the ABLE account,is filed by: Any state, or its agency or instrumentality, that establishes and maintains a qualified Achieving a Better Life Experience (ABLE) program is required to file Form 1099-QA with the IRS for each ABLE account from which a distribution was made, or that was terminated during the calendar year. The filing should be completed by an officer or employee of the state or its agency overseeing the ABLE program or their designated representative. What are the copies of Form 1099-QA? Form 1099-QA has three different copies, each one serving unique purposes: Copy A: This is sent to the IRS. Copy B: This copy is provided to the designated beneficiary (recipient). Copy C: This is for the payer's records. What is an ABLE (Achieving a Better Life Experience) Account? As mentioned above, an ABLE account is a tax-advantaged savings account for individuals with disabilities using the money to pay for qualified disability expenses (QDE) without affecting their eligibility for government benefits. It falls under Section 529A of the IRS tax code. An ABLE account can only be opened for a person who meets the following criteria: The individual must be blind or disabled before the age of 26. The eligible individual must be both the owner and designated beneficiary of the ABLE account. Each eligible person is allowed to have only one ABLE account at any given time. What is the maximum contribution limit for an ABLE account in 2025? The total contributions to an ABLE account in 2025 cannot exceed $19,000, including any contributions from a Section 529 program. For 2024, this limit has been set as $18,000. When is the deadline for filing Form 1099-QA? The deadline to file Form 1099-QA, which reports distributions from ABLE (Achieving a Better Life Experience) accounts, is as follows: Deadline to e-file Form 1099-QA with the IRS: March 31st Deadline to furnish recipient copies: January 31st Success Starts With TaxBandits An IRS Authorized E-file Provider You Can Trust Create a Free Account X Download Template Now X How to File Form 1099-QA with TaxBandits Choose Form 1099-QA Select Form 1099-QA from the 1099 dashboard to report distributions from the ABLE account. Page 1 / 7 Next Select the Tax Year Select ‘File Form 1099-QA for 2024’ to file for the current tax year. If you want to file for the previous tax year, click ‘Select Previous Tax Year.’ Back Page 2 / 7 Next Manual Entry Select ‘Manual Entry’ and enter the 1099- QA details on your own. It is recommended only if you are filing a few returns. Back Page 3 / 7 Next Federal Filing Generate the draft forms in PDF or export them in CSV format and review the details by sending them to your recipients. Back Page 4 / 7 Next Distribute Recipient Copies Send 1099-QA copies to recipients via postal mail, online access, or both. Back Page 5 / 7 Next Filing Summary Review the summary, edit the preference to verify TIN and address, and choose to transmit immediately or schedule later. Back Page 6 / 7 Next Track your Filing Status You can track the filing status with the IRS. Also, track the status of Recipient copy distribution. Back Page 7 / 7 Next Print Forms You can download and print your completed 1099-QA forms and summary copies of 1096 here. Request Demo Start Over Get Started Now X X