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Beneficiaries now have access to 1099-Qs


Good news: Account beneficiaries can now create a secure login for to access electronic versions of Form 1099-Qs reflecting certain distributions. Previously, 1099-Qs for distributions payable to a school or to the beneficiary were only sent by U.S. mail to the beneficiary.

Account owners, help your account beneficiary set up access. Share the instructions below:

To access your Form 1099-Q as a beneficiary, you will need three things: (1) your Social Security number, (2) a Virginia529 account number for which you are a beneficiary and (3) your ZIP code.

Once you have gathered these three pieces of information, follow this process to establish your account:

  • Visit the Virginia529 secure login page
  • Select “Create Account,” followed by “Establish Online Access”
  • Provide your three identifying pieces of information listed above
  • Create your login ID and password and complete a short registration process

After completing your registration, you can access any 1099-Q(s) available to you from the landing page.

Virginia529 secure login page

Resources to help you learn

Frequently Asked Questions

Find answers to the most common questions about 529 plans.

Smart Savers Academy

Tune in to a live episode and ask questions of the presenter, or watch a previously recorded webinar below.

Invest529 Portfolio Performance

Review and compare historical returns of Invest529 portfolios.