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Expected Tax Mailing Dates
Our annual Tax Information booklets will be mailed mid to late February. Much of the information contained in these booklets will be accessible in our online Tax Center prior to mailing.
Form 1099-DIV Dividends and Distributions
If you maintain a non-retirement account and received taxable dividend income and capital gain income ($10.00 or more) which was earned by the funds investments. This includes distributions paid directly to you in cash and distributions reinvested to purchase additional shares.
If you maintain a non-retirement account and you redeemed or exchanged funds during the tax year.
Form 1099-SA Distributions from a HSA or Archer MSA
If you maintain a Health Savings Account (HSA) or an Archer Medical Savings Account (MSA) and received distributions from your HSA or MSA.
Form 1099-R Distributions from Pensions, Annuities, Retirement, or Profit Sharing Plans, IRAs, Insurance Contracts etc.
If you maintain a Traditional Individual Retirement Account (IRA), Roth IRA, Simplified Employee Pension Plan (SEP), Savings Incentive Match Plan for employees (SIMPLE), or an employer retirement plan account and received a distribution from your account.
Form 1099-Q Payments from Qualified Education Programs (Under Sections 529 and 530)
If you maintain a qualified tuition program under IRC Section 529, or a Coverdell Education Savings Account (ESA) under IRC Section 530 and distribution was made during the tax year.
Form 5498 Coverdell ESA Contribution Information
Form 5498-ESA reports Coverdell ESA contributions and rollover contributions made for the tax year.
Form 5498 IRA Contribution Information
Form 5498 reports rollovers, contributions, conversions and recharacterizations made to your Traditional IRA, Roth IRA, SEP IRA or SIMPLE IRA. The form also reports the fair market value of your account as of year-end.
Form 5498 - SA HSA or Archer MSA
Form 5498-SA reports rollovers and contributions made to your HSA and Archer MSA. The form also reports the fair market value of your account as of year-end.
This information is intended to serve as a reference tool to assist you with filing your federal and state tax returns, but it is not intended to serve as legal or tax advice. For any specific tax questions, you should contact the IRS at 1-800-829-1040, visit their website at www.irs.gov or consult your professional tax advisor.
Securities Issued by State Farm VP Management Corp. For more information, call 1-800-447-4930.
Securities are not FDIC insured, are not bank guaranteed and are subject to investment risk, including possible loss of principal.
An investor should consider, before investing, whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.
Neither State Farm nor its agents provide investment, tax, or legal advice.