The amounts shown on 2011 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. 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.
Pacific Life 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.
Annuity Forms - Tax Mailings