When will I get a tax form from GuideStone?

We will provide you a tax form based on your relevant insurance coverage or retirement and investment account activity within the year. All tax forms will be provided for the previous year's activity. Below we have outlined the tax forms that we provide and their delivery schedule.

As applicable, tax forms will be mailed to you at the address you have listed with GuideStone. We also provide 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. Click here if you have not received your tax form.

Tax Form:
Mailed By:
Available in MyGuideStone by:
IRS Form 1099-R for Employer-Sponsored Plan
January 31
IRS Form 1099-MISC for Employer-Sponsored Plan
January 31
IRS Form W-2 for Employer-Sponsored Plan
January 31
IRS Form 1099-R for Individual Retirement Account
January 31
IRS Form 1099-B for Investment Account
February 15
IRS Form 1099-DIV for Investment Account
February 15
IRS Form 5498 for Individual Retirement Account
May 31
Early June
IRS Form 1095 Insurance Verification
January 29

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