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The amounts shown on 2007 Forms 1099 and 5498 will be reported to the Internal Revenue Service (IRS).
In general, these forms contain dividend, distribution, sale/exchange and account value
information related to
your annuity contract.
Below, you will find general information about these forms. does not provide tax or legal advice. Visit our
Forms Library
to download federal tax forms or go to www.irs.gov for more specific information.
You should consult with your tax or legal advisers regarding your specific situation.
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Mutual Funds Forms - 2007 Tax Mailing - Click here
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is not engaged in the practice of law, nor is it licensed to do so. This communication is not intended as legal or tax advice, nor may it be relied upon by any taxpayer for the purpose of avoiding any tax penalties. This communication may not be used to promote, market, or recommend to another party any transaction or matter addressed herein. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax adviser.
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| | Annuity Forms - 2007 Tax Mailing |
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Type of
Communication/
Title of Form | Investment Type | Purpose | Mailed | | | IRS Form 1099-R/ Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. |
Annuities and Mutual Funds | Reports distributions from retirement or profit-sharing plans, any IRA, insurance contracts, and IRA recharacterizations. | Late January |
| 1099-R Questions and Information for 2007
Information and frequently asked questions regarding IRS form 1099-R. |
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| IRS Form 5498/ IRA Contribution Information |
Annuities and Mutual Funds | Reports contributions (including rollovers) to any individual retirement arrangements (IRA) including a SEP, SIMPLE, and Roth IRA, Roth conversions, IRA recharacterizations, and the fair market value (FMV) of the account. | Late May |
| 5498 Questions and Information for 2007
Information and frequently asked questions regarding form 5498. |
|
|
|
The amounts shown on 2007 Forms 1099 and 5498 will be reported to the Internal Revenue Service (IRS).
In general, these forms contain dividend, distribution, sale/exchange and account value
information related to
your mutual fund or 529 Plan account.
Below, you will find general
information about these forms. does not provide tax or legal advice. Visit our
Forms Library
to download federal tax forms or go to www.irs.gov or more
specific information.
You should consult with your tax or legal advisers regarding your specific situation.
| | | | Mutual Funds Forms - 2007 Tax Mailing | | |
Type of
Communication/
Title of Form | Investment Type | Purpose | Mailed | |  2007 Tax Guide/ Pacific Life Funds 2007 Tax Guide | Mutual Funds | Complete guide | N/A | | | IRS Form 1099-DIV/ Dividends and Distributions |
Mutual Funds | Reports distributions, such as dividends, capital gain distributions, or nontaxable distributions that were paid on mutual fund liquidations or distributions. | Late January |
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| IRS Form 1099-R/ Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. |
Annuities and Mutual Funds | Reports distributions from retirement or profit-sharing plans, any IRA, insurance contracts, and IRA recharacterizations. | Late January |
| 1099-R Questions and Information for 2007
Information and frequently asked questions regarding IRS form 1099-R. |
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| IRS Form 1099-B/ Proceeds From Broker and Barter Exchange Transactions |
Mutual Funds | Reports sales or redemptions of securities, futures transactions, commodities, and barter exchange transactions. | Late January |
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| IRS Form 1099-Q/ Payments From Qualified Education Programs (under Sections 529 and 530) |
Mutual Funds | Reports earnings from qualified tuition programs and Coverdell ESAs. | Late January |
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| IRS Form 5498/ IRA Contribution Information |
Annuities and Mutual Funds | Reports contributions (including rollovers) to any individual retirement arrangements (IRA) including a SEP, SIMPLE, and Roth IRA, Roth conversions, IRA recharacterizations, and the fair market value (FMV) of the account. | Late May |
| 5498 Questions and Information for 2007
Information and frequently asked questions regarding form 5498. |
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| IRS Form 5498-ESA/ Coverdell ESA Contribution Information |
Mutual Funds | Reports contributions (including rollover contributions) to a Coverdell ESA. | Late April |
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Annuity forms - 2007 Tax Mailing - Click here
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2007 Year End Tax Information - Click here
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