Keep records of those qualified expenses in your tax files. Similarly, you'll receive Form 1099-Q for distributions from 529 plans, but money you used for qualified education expenses aren't taxable.

Keep records of those qualified expenses in your tax files. Similarly, you'll receive Form 1099-Q for distributions from 529 plans, but money you used for qualified education expenses aren't taxable. ...

If you sell stocks, bonds, derivatives or other securities through a broker, you can expect to receive one or more copies of Form 1099-B in January. The 1099-B helps you deal with capital gains ...