When can Your Clients Expect to Receive Their 1099-R Tax Form?

We know tax season is on the horizon and that means compiling a lot of forms and documentation.

As a valued partner, we wanted to send you an update that starting Friday, Jan. 12, we will begin mailing 1099-R tax forms to clients who took withdrawals from their annuity contracts in 2023. 

Their forms will be available as digital copies on our agent website (login required) starting the week of Jan. 15. They will be under the documents tab on the Contract Details page.

We hope this reminder helps you and your clients as they prepare to file their taxes.

Thank you for your continued business and giving us the opportunity to be of service to you.