• Annual Tax Reporting Forms
• New Commentary Available: 2023 Market Takeaways and Top Investment Themes for the New Year

Annual Tax Reporting Forms

Wespath will mail the following 2023 IRS tax reporting forms to participants no later than (January 31, 2024):

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

Wespath will also mail the following tax reporting forms 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 February 28, 2024 - available by U.S. Mail only
• Form 1042-S—Foreign Person's U.S. Source Income Subject to Withholding by March 15, 2024

A copy of the tax documents sent to participants via mail (except Form 480.7C) will be available in Benefits Access under Accounts/Tax Forms by January 31, 2024.

Participants who cannot access their tax forms online can contact Wespath at 1-800-851-2201 for an additional copy. Please allow two weeks for mail delivery.

New Commentary Available: 2023 Market Takeaways and Top Investment Themes for the New Year

In our latest Investment Insights blog, Wespath's Joe Halwax and Raj Khan highlight economic news from Q4, the top storylines from throughout 2023, and what investors should watch for in the New Year. Read here to catch up on the headlines and get your 2024 started off right.

We encourage you to share and reuse this blog with your stakeholders! If you have any questions about repurposing this content, please reach out to the investment communications team: Ryan Nilsson (rnilsson@wespath.org) and Ryan McQueeney (rmcqueeney@wespath.org).

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