When will I get a tax form from GuideStone?

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
January 29

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