Your 1099-R will be mailed out between January 16th and January 31st, following the year you took a distribution or rollover. These 1099-R tax forms will be mailed to the address we have on file.
If you take distributions in 2024, expect your 1099-R no later than February 15th, 2025. If you do not receive your 1099-R by February 15th, contact us at help@vestwell.com to verify your address and request a duplicate if needed.
Please note: A digital copy of your 1099-R will also be available for download in the "Documents" section of your saver portal. These digital copies should also be available by February 15th, 2025.
To read more about 1099-Rs, click here.