In observance of the Thanksgiving holiday, our call center will be closed starting at 2pm on November 27, 2024 and remain closed November 28, 2024. Please note limited hours on November 29, 2024, with the call center closing at 11am.
When is IRS Form 1099-QA available?
The plan administrator must send the 1099-QA by January 31, so you should receive the form no later than early February following the close of the tax year. You will receive it via mail or electronic delivery based on communications preferences.