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.