10 December, 2020

WHEN WILL I RECEIVE MY FORM 1099-R?

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We mail 1099-R forms no later than January 31st of each year. 1099-R forms are sent when funds are distributed from your annuity contract. You are not required to report interest earnings from an annuity until the interest is withdrawn. If interest is withdrawn and there is a taxable gain on the contract then a 1099-R form will be issued.