Recordkeeping and Requesting Duplicate Statements

Planning ahead is important during tax season. Allocate enough time to provide a cushion for unexpected situations that may arise such as mail delays.

It is a good idea to keep all of your year-end records for each year that your account is open. This will allow you to access your information without any delay.

To request a duplicate year-end record or tax form to be mailed to your address of record, please call us at 1-800-447-4930. It will take a minimum of five days to receive your duplicate record.

Some additional materials that may be useful in filing your tax returns include:

• IRS Instructions for Form 1040 - U.S. Individual Income Tax Return
• IRS Instructions for Form 1040A - U.S. Individual Income Tax Return
• IRS Instructions for Form 1099-DIV - Dividends and Distributions
• IRS Instructions for Form 1099-INT – Interest Income
• IRS Instructions for Form 1099-B - Proceeds from Broker and Barter Exchange Transactions
• IRS Instructions for Forms 1099-R and 5498 - Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
• IRS Instructions for Form 1099-Q - Payments From Qualified Education Programs (Under Sections 529 and 530)
• IRS Instructions for Form 5498-ESA - Coverdell ESA Contribution Information
• IRS Instructions for Forms 1099-SA and 5498-SA - Distributions From a
• HSA or Archer MSA and Contributions to an HSA or Archer MSA
• IRS Instructions for Form 1099-INT - Interest Income
• IRS Instructions for Form 1116 - Foreign Tax Credit (Individual, Estate or Trust)
• IRS Instructions for Form 1118 – Foreign Tax Credit - Corporations
• IRS Instructions for Form 5329 - Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
• IRS Instructions for Form 8606 - Nondeductible IRAs
• IRS Instructions for Form 8853 - Archer MSAs and Long-Term Care Insurance Contracts
• IRS Publication 502 - Medical and Dental Expenses
• IRS Publication 514 – Foreign Tax Credit for Individuals
• IRS Publication 550 - Investment Income and Expenses
• IRS Publication 551 - Basis of Assets
• IRS Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)
• IRS Publication 564 - Mutual Fund Distributions
• IRS Publication 590 - Individual Retirement Arrangements (IRAs)
• IRS Publication 929 - Tax Rules for Children and Dependents
• IRS Publication 969 - Health Savings Accounts and other tax-favored health plans
• IRS Publication 970 - Tax Benefits for Education

The materials are available at most federal post offices, any office of the Internal Revenue Service, or can be downloaded from the IRS website.

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 or consult your professional tax advisor.

State Farm VP Management Corp Risk/Important Disclosures. State Farm Mutual Funds Prospectus. The State Farm College Savings Plan Enrollment Handbook (PDF 276 KB).

Need Assistance? 1-800-447-4930

AP2008/01/9838