Tax Forms Primerica Provides

Each year, Primerica Shareholder Services will mail tax forms to shareholders confirming the information reported to the Internal Revenue Service for the tax reporting period. The chart below provides a general description of the forms we provide.

Form   Why is it generated?   When is it sent out?   Is the form required for filing my taxes?*
1099-D
(Also known as 1099-Div)
Generated on non-retirement accounts that have declared dividends and/or capital gains reinvested or paid in cash. Mailed no later than January 31 of each year. Income reported on a 1099-DIV should be included with your income tax reporting.
1099-B Generated on non-retirement accounts that have had shares redeemed or exchanged during the tax reporting period. Mailed no later than January 31 of each year. Any gains or losses experienced by the selling or exchanging of shares should be included with your income tax reporting.
Average Cost Basis Statement Mailed out with the 1099-B tax forms Mailed no later than January 31 of each year. This statement will provide the average cost basis for the shares redeemed or exchanged from your account.This will assist you in determining any gains or losses in the sale of shares.
1099-R Generated on retirement accounts that have had distributions during the tax reporting period. Note: Coverdell ESA distributions are not reported on this tax form. Mailed no later than January 31 of each year. Distributions from retirment accounts may be subject to income taxes or penalties and should be included with your income tax reporting.
5498 Generated when contributions or rollovers have been received in retirement accounts during the tax reporting period. Note: Coverdell ESA contributions and rollovers are not reported on this tax form Mailed no later than May 31 of each year. Contributions to your retirement accounts may be deductible,non-deductible,or may offset distributions thus reducing penalties or income taxes. Contributions or rollovers should be included with your income tax reporting.
1099-Q Generated for Coverdell Educations Savings Accounts (ESA) that had distributions during the tax reporting period. Mailed no later than January 31 of each year. Distributions from Coverdell ESAs may be subject to income taxes or penalties and should be included with your income tax reporting.
5498-ESA Generated for Coverdell Educations Savings Accounts (ESA) when contributions or rollovers have been received during the tax reporting period. Mailed no later than April 30 of each year. Contributions to your Coverdell ESA are not deductible or may offset distributions thus reducing penalties or income taxes. Contributions or rollovers should be included with your income tax reporting.
1042-S Generated on accounts owned by non-resident aliens when taxes are withheld from dividends and capital gains reinvested or paid in cash. Mailed no later than March 15 of each year. Money withheld due to non-resident alien status may be used to reduce income taxes in the shareholder’s country of citizenship and should be included with income tax reporting.

* The information in this column is intended to be a general guideline.Shareholders should consult a tax professional regarding their specific tax filing requirements.

 

 

 
 

 

 

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How to Make Additional Investments With Primerica | How to Redeem Shares from Your Primerica Account
How to Exchange Shares Within Your Primerica Account
| Other Primerica Account Management Services
Tax Forms Primerica Provides | Our Website: www.primerica.com


 

 

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