Franklin Templeton Investments
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  • Form 1099-Q, Payments From Qualified Education Programs (Under Sections 529 and 530), is the federal information form used to report payments from qualified education programs, which include Qualified Education Programs (commonly known as 529 plans) and Coverdell Education Savings Accounts (ESAs).

    Form 1099-Q is available online and was mailed by February 2, 2015.

  • Yes. Registered shareholders can view or print their year-end tax forms when logging into their account on Login to your account or register now for account access.

Important Legal Information

The information contained in this Tax Center is not intended to be a complete discussion of all federal or state income tax requirements. This information cannot be used by an investor to avoid any income tax penalties that may be imposed under the Internal Revenue Code. Investors should seek advice from a financial and/or tax advisor about the potential tax implications of their investments in Franklin Templeton fund(s) based on their individual circumstances.

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