The amounts shown on Forms 1099, 1098-Q, and 5498 will be reported to the Internal Revenue Service (IRS). In general, these forms contain dividend, distribution, sale/exchange and account value information related to your annuity contract.
Download the federal tax forms available below, or go to www.irs.gov for more specific information. You should consult with your tax or legal advisors regarding your specific situation.
Annuity Forms - Tax Mailings