1099-R Tax Forms Available by Jan. 31

January 6, 2026

Clients who took a distribution in 2025 will receive their IRS Form 1099-R by Jan. 31, 2026. These forms will also be available to view and download from the Annuity Portal. 

We won’t send a 1099-R to clients if: 

  • The distribution wasn’t taxable
  • No distribution occurred in 2025 

We recommend reviewing the form carefully, especially these fields: 

  • Gross distribution
  • Taxable amount
  • IRS distribution code

The back of the form explains each field. If a correction is needed, we’ll issue an updated 1099-R. 

If you have questions, contact our service specialists at 800.247.6888 or send us a message

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