2024 Tax Forms Are Going Out Soon

January 7, 2025

We’ll send out IRS Form 1099-R by Jan. 31 to clients who took a distribution in 2024. 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 2024 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. 

If you have questions, contact our service specialists at 800.247.6888 or send us a message. We’ll issue a new 1099-R form if corrections are needed.

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