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 directly to verify your address and request a duplicate.
A digital copy of your 1099-R will also be available for download in your saver portal. These digital copies should be available by February 15th, 2025. If you would like to access your 1099-R from your saver portal, follow the instructions below:
- Navigate to your saver portal and select the "Documents" tab.
- From the "Documents" dashboard, you will see a "Recent" and "All Documents" section. In the "All Documents" section, make sure you are on the tab titled "Personal."
- You will see boxes for "Statements" and "Tax Forms." Under "Tax Forms," simply select Form_1099-R to download a copy of your 1099-R.
To read more about 1099-Rs, click here.