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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!
