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Support center / Get your 1099-R tax form

Get your 1099-R tax form

Learn how to view, download, print, or request by mail your annual 1099-R tax form that reports how much income you earned from your annuity.

How to access your 1099-R tax form

  1. Sign in to your online account

  2. Click 1099-R Tax Form in the menu to view your most recent tax form

  3. Select a year from the dropdown menu to view tax forms from other years

    We make the last 5 years available to you online.

  4. Click the save or print icon to download or print your tax form

How to request your 1099-R tax form by mail

Sign in to your account, click on Documents in the menu, and then click the 1099-R tile. We'll send your tax form to the address we have on file. You can verify or change your mailing address by clicking on Profile in the menu and then clicking on the Communication tab.

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