When will a 1099-R be produced on trusteed contracts?

Any time a check is produced for a trusteed contract, it is always made out to the trustee. However, a 1099-R will not be produced on all distributions - it depends on the nature of the trust agreement (generally, no 1099-R is produced for a qualified contract). On some trusteed contracts the 1099-R is sent to the trustee/owner, while on others the trustee provides the 1099-R.

Nothing contained herein is intended to be, nor should it be construed as tax or legal advice. If you have a tax question or legal question, please consult your tax professional or attorney.

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