Form 1099-Q Coverdell-ESA
Putnam's Consolidated Form 1099-Q (Coverdell ESA) lists all payments from your Coverdell ESA accounts. Form 1099-Q (Coverdell ESA) also reports your account(s) Fair Market Value as of December 31, 2014. Form 1099-Q is reported to the IRS.

To view the tax filing information for a form section, click on the appropriate letter below.
Putnam Investments 1099-DIV

Putnam Investor Services
P.O. Box 8383
Boston, MA 02266-8383
1-800-225-1581



RECIPIENT'S name, address, and ZIP code
JOANNE SAMPLE
PO BOX 41203
PROVIDENCE RI 02940-1203



Corrected (if checked)


 
2014 Payments from Qualified Education Programs (under sections 529 and 530)
This is important information and is being furnished to the Internal Revenue Service (IRS). If you are required to file a return, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported.


Recipient's tax identification number
XXX-XX-1234
   
Name of Fund (Payer),
Fund Tax I.D. Number
and Account Number
1.
Gross
Distribution
2.
Earnings
(Excess
Contributions
Only)
4.
Trustee-
To-Trustee
Transfer
5.
Program-
Coverdell ESA
6.
Checked if
Recipient is not
the Designated
Beneficiary
Fair Market Value
on 12/31/14. See
Publication 970 (Tax
Benefits for Education)
INVESTORS FUND-A
04-2713095
0001-012345678
.49 .49 X COVERDELL X .00
GROWTH & INCOME-A
04-6013678
0004-0123456789
9.44 9.37 X COVERDELL X .00
MONEY MARKET-A
04-6386436
0008-0123456789
2.47 .00 X COVERDELL X .00
INTL EQUITY-A
04-6661045
0035-0123456789
13.78 13.78 X COVERDELL X 35.00
NEW OPPS
04-3091455
0036-0123456789
.96 .00   COVERDELL X .00

Frequently Asked Questions

None of the information in this Web site should be considered legal or tax advice. You should consult your legal or tax advisor for information concerning your own specific tax situation. The forms and numbers shown in this Web site are for illustrative purposes only.