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Will tax documents be received when a Florida 529 Savings Plan is used?

Yes. A Form 1099-Q will be provided in January of each year to students who have used their plan during the previous calendar year. In addition, a Form 1099-Q will be provided to an Account Owner who has received funds during the year. Tax documents will be available online at and mailed based on your delivery preferences.

For specific tax information, please consult an investment adviser or certified public accountant.

Kid Sliding Through Sprinklers

Earn up to $50 toward college during the 529 Summer of Savings!

Now when you open a tax-advantaged Florida 529 Savings Plan, we’ll put $25 into your account. Set up monthly contributions, and we’ll add another $25.
Hurry, offer ends August 16!

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