All participants who receive a distribution from their Employer-Sponsored Retirement Plans, Individual Retirement Accounts (IRA) or investment accounts, or maintained insurance coverage through GuideStone, will receive a tax form for the applicable year in which the distribution was received or coverage was held.
As applicable, tax forms will be mailed to you at the address you have listed with GuideStone according to the delivery schedule in the table below. GuideStone also provides up to five years of tax forms to view and print online. Log in to MyGuideStone® to view your tax forms online or update your mailing address.
Tax Form: |
Mailed By: |
In MyGuideStone By:
|
| IRS Form 1099-R for Employer-Sponsored Plan | January 31 |
January 31 |
| IRS Form 1099-MISC for Employer-Sponsored Plan | January 31 |
January 31 |
| IRS Form W-2 for Employer-Sponsored Plan | January 31 |
January 31 |
| IRS Form 1099-R for Individual Retirement Account | January 31 |
Early February |
| IRS Form 1099-B for Investment Account | February 15 |
Mid to Late February |
| IRS Form 1099-DIV for Investment Account | February 15 |
Mid to Late February |
| IRS Form 5498 for Individual Retirement Account (IRAs) | May 31 |
Early June |
| IRS Form 1095 Insurance Verification | January 29 |