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The amounts shown on 2009 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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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 - Tax Mailings |
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Type of
Communication/
Title of Form | Purpose | Mailed | | | IRS Form 1099-R/ Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. |
Reports distributions from retirement or profit-sharing plans, any IRA, insurance contracts, and IRA recharacterizations. | Late January |
| 1099-R Questions and Answers
Information and frequently asked questions regarding IRS form 1099-R. |
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| IRS Form 5498/ IRA Contribution Information |
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 |
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The amounts shown on 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.
In addition, Pacific Life Funds has enhanced our online Tax Information Center, including a section for frequently asked questions. This is a valuable resource to help answer your questions related to IRS Forms 1099 and 5498.
Pacific Life Funds 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 advisor.
IRS Form 1099 - Reports earnings, distributions, and transactions.
IRS Form 5498 - IRA Contribution Information
| | | | Mutual Funds Forms - Tax Mailing | | |
Type of
Communication/
Title of Form | Purpose | Mailed | | | IRS Form 1099-DIV/ Dividends and Distributions |
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-INT/ Interest income |
Reports interest income for the year. This form is also used to report other tax items related to your interest income, such as early withdrawal penalties, federal tax withheld, and foreign tax paid. | Late January |
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| IRS Form 1099-R/ Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. |
Reports distributions from retirement or profit-sharing plans, any IRA, insurance contracts, and IRA recharacterizations. | Late January |
| 1099-R Questions and Answers
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 |
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) |
Reports earnings from qualified tuition programs and Coverdell ESAs. | Late January |
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| IRS Form 5498/ IRA Contribution Information |
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 |
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| IRS Form 5498-ESA/ Coverdell ESA Contribution Information |
Reports contributions (including rollover contributions) to a Coverdell ESA. | Late April |
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