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.

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