Skip to main content
Home

Tax documents

Form 1099-R (online)

  • When you withdraw or roll over money from your account, your 1099-R is available by January 31 of the year following the distribution
  • You can access your tax forms online for up to 24 months after your withdrawal

Tip: If you don’t see your tax form after January 31, check back in a few days or contact your plan administrator.

Form 1099-R (printed)

  • If you requested paper delivery, your 1099-R is mailed by January 31 of the year following the distribution. Your tax form is also available online for 24 months
  • You won't receive a 1099-R if you didn't make a withdrawal or rollover
  • A 1099-R is not issued for a loan
  • Your employer provides a W-2 form which includes details about your retirement plan contributions

Tip: Update your communication preferences in your online profile to choose how you receive information. If you signed up for paperless delivery, we email you when your statement or tax form is ready.

Online tax forms

  • Sign in
  • Select Review, then Statements

Tip: Access your tax forms online for up to 24 months after your withdrawal