Annual Tax Reporting Forms

Wespath will mail the following 2018 Internal Revenue Service (IRS) tax reporting forms to participants no later than January 31, 2019:

• Form 1099-R—Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
• Form 1099-MISC—Miscellaneous Income
• Form W-2—Wage and Tax Statement (for disability payments)

The following tax reporting forms will also be mailed to participants on the dates noted:

• Form 480.7C—Informative Return—Retirement Plans and Annuities for Puerto Rico plans and residents of Puerto Rico by March 6, 2019
• Form 1042-S—Foreign Person’s U.S. Source Income Subject to Withholding by March 15, 2019

A copy of the tax documents sent to participants via mail will be available online at benefitsaccess.org at the end of January. After logging in, go to “My Benefits,” select the drop-down next to Retirement Benefits, and click “Tax Forms.” Form 480.7C will not be available online and will be sent via U.S. Mail.

Participants who cannot access their U.S. tax forms online or wish to receive a copy of Form 480.7C can contact Wespath at 1-800-851-2201.

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