ELCO Mutual News

1099 and 5498 Informative Guides for Tax Season

Posted by James Huitt on Feb 9, 2023 10:13:10 AM

The 2023 tax season is approaching, and with that comes confusing paperwork. If you currently hold an annuity with ELCO Mutual, you should expect to receive a 1099-R or 5498 from us in the mail. To help you better understand these forms, we've created a guide for each that explains different sections of the forms and answers some common questions we receive during tax season. If you'd like to learn more about your 1099-R or 5498 click the links below and download the guides today!

Download the 1099-R Guide

Download the 5498 Guide

Topics: Annuities, Taxes