Please be aware that the call center will close early December 24, 2024 through December 25, in observance of Christmas Eve and Christmas.
Be sure to make the contribution cut-off deadline for 2024. Checks must be received and be in good order by Tuesday, December 31, 2024, and electronic contributions via linked bank accounts must be entered by 4 pm ET on Monday, December 30, 2024.
When is IRS form 1099-QA available?
The plan administrator must send the 1099-QA by January 31, so you should receive the form no later than early February following the close of the tax year. You will receive it via mail or electronic delivery based on communications preferences.