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Tax Forms

Phoenix mails IRS Form 1099s to life insurance and annuity policy owners by January 31 for the previous year. If you receive a 1099 from us, you may have questions about why you received this form or what it means.

The following information explains Forms 1099-R and 1099-INT for life insurance and annuity policy owners and answers the most frequently asked questions about these forms.

If you have any additional questions, please consult your Tax Advisor. You may also contact Life and Annuity Operations, however please be advised that our representatives are not licensed to give advice on tax reporting.


IRS Circular 230 Disclosure: Any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, to avoid penalties imposed under the U. S. Internal Revenue Code, and was written to support the promotion or marketing of the transactions or matters addressed here. Individuals should seek independent tax advice based on their own circumstances.

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©2001-2014 The Phoenix Companies, Inc.

Insurance and annuities issued by Phoenix Life Insurance Company (PLIC) (East Greenbush, NY), PHL Variable Insurance Company (PHLVIC) (Hartford, CT) and Phoenix Life and Annuity Company (PLAC) (Hartford, CT). PHLVIC is not authorized to conduct business in NY and ME. PLAC is not authorized to conduct business in CA, GA, MA, ME, MN, NH, and NY and not authorized to conduct variable universal life insurance business in ID and LA. The insurers referenced are separate entities and each is responsible only for its own financial condition and contractual obligations.

Securities distributed by 1851 Securities, Inc. (Hartford, CT), member FINRA.

Members of The Phoenix Companies, Inc.

Not all products and services described here are available in all states of the USA.