Annual Tax Reporting Forms

Wespath will mail the following 2024 (IRS) tax reporting forms to participants no later than January 31, 2025:

• 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 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, 2025 – available by U.S. Mail only
• Form 1042-S—Foreign Person's U.S. Source Income Subject to Withholding: by March 17, 2025

A copy of the tax documents sent to participants via mail (except Form 480.7C) will also be available online in Benefits Access under Accounts/Tax Forms by January 31, 2025.

Participants who cannot access their U.S. tax forms online or wish to receive a copy of Form 480.7C may contact Wespath at 1-800-851-2201. Please allow two weeks for mail delivery.

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a general agency of The United Methodist Church

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