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2018 Tax Forms Are in the Mail

The IRS requires The Standard file Form 1099R by Jan. 31 of the year after a taxable distribution. Your clients should receive their 1099R no later than the second week in February.

We will not generate a 1099R in two situations:

  • If a distribution was a non-taxable event, such as a qualified transfer between financial institutions
  • If your client didn’t take a distribution in 2018

While we do our best to ensure that the 1099R is correct, your clients should review the form for accuracy. We suggest checking the gross distribution, taxable amount and IRS distribution code. The information on the back of form 1099R can help clients better understand each field.

If you have any questions about tax forms, please contact our Service Specialists at 800.247.6888 or send us a message. If corrections are needed, we will issue a new 1099R form to your client.

 

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More About Producer Advisories

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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.
Required Minimum Distribution notifications were mailed out at the end of January. Here’s the rundown on who we sent them to and what to expect.
We’re sending out IRS Form 1099-R in January. We’ll also post them on the Annuity Portal at that time. Take a second to mark your calendars and remind your clients.
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