2023 1099-R Forms Were Sent

March 4, 2024

In February, we mailed IRS Form 1099-R to clients who took a distribution in 2023. We don’t send a 1099-R if the distribution wasn’t taxable, such as for a qualified transfer between financial institutions ─ or to clients who didn’t take a distribution in 2023. 

You can view and download 2023 and prior year tax forms on the Annuity Portal. 

We recommend clients review the form for accuracy. They should carefully review the gross distribution, taxable amount and IRS distribution code. The back of the form provides information about each field.

Have Questions?

Contact our service specialists at 800.247.6888 or send us a message. If corrections are needed, we’ll issue a new 1099-R.

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Please review this recent compliance alert: Rule 20 CSR 400-5.900, Suitability of Individual Annuity Sales Recommendations.
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Doing business with The Standard is good for you and your clients. Our annuities offer innovative product design, desirable rates, competitive compensation, high industry ratings and excellent service.