2023 Tax Forms Are Going Out Soon

January 2, 2024

We’ll send out IRS Form 1099-R by Jan. 31 to clients who took a distribution in 2023. You’ll be able to view and download them from the Annuity Portal at that time. 

We won’t send a 1099-R if the distribution wasn’t taxable, such as for a qualified transfer between financial institutions. Clients who didn’t take a distribution in 2023 also will not receive a 1099-R. 

We recommend clients review the form for accuracy. They should especially focus on the gross distribution, taxable amount and IRS distribution code. The back of the form provides information about each field. 

Have questions? 

Contact our service specialists at 800.247.6888 or send us a message. If corrections are needed, we’ll issue a new 1099R form.

More About Producer Advisories
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We’re always looking to improve the customer experience. Thanks to your feedback, we’re rolling out new options for annual interest payments. See how these new features work.
We mailed IRS Form 1099-R in February to clients who took a distribution last year. You can view and download 2023 and prior year tax forms on the Annuity Portal.
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Doing business with The Standard is good for you and your clients. Our annuities offer innovative product design, desirable rates, competitive compensation, high industry ratings and excellent service.