Tax Time Content Available Now

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With tax season already upon us, we wanted to provide some important reminders for you and your clients. 

  • 1099-R Forms began mailing on Jan. 12, 2024. While there are multiple reasons why your clients may receive a 1099-R, a withdrawal from their annuity is one of the most common. If you’d like easy access to these client tax forms, they are also available online. Agents can log in to MyPortal and look for them on the Documents tab on the Contract Details page.
  • Updated 1099-R FAQ is now available! Your clients have questions; we’ve got answers. The 2024 updates to our 1099-R FAQ are here to assist you as you work through your clients’ tax season queries. 
Form 1099-R FAQ Download