Talcott Resolution


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FEBRUARY ANNUITY NEWSLETTER

Important Tax Form Information for Annuity Clients

Your Talcott Resolution (formerly The Hartford) annuity clients should have received an IRS Form 1099-R if a reportable event occurred on their account during the 2018 calendar year. Reportable events include taxable distributions, contract owner changes and collateral assignments. The forms were mailed in January 2019 and if applicable, were received in February.

If a client did not receive a Form 1099-R, there could be a number of reasons why, including:

	•		They may not have taken any taxable distributions in the 2018 tax year.
	•		If the account is a Charitable Remainder Trust (CRT), the tax reporting on a CRT is ultimately the responsibility of the trustee. No tax reporting is done by Talcott Resolution.
	•		If the account is Custodially owned, the tax reporting for a custodial account is the responsibility of the custodian.
	•		A Form 1099-R is not issued for IRA to IRA Direct Transfers.
	•		A Form 1099-R is not issued by Talcott Resolution for 401(k), 401(a), 457, group 403(b), Keogh, HR-10, profit sharing or defined benefit plan types of accounts. It is the responsibility of the plan administrator to do the tax reporting.

To view your clients’ 2018 1099-Rs, log into the Annuity Service Center and go to “My Clients,” and select the contract number that corresponds with the form you would like to view. Then select "Online Documents,” and click the “Go” button under “Form 1099-R.” From this point, you can print the form for your records.

It is important to note that Talcott Resolution was formerly known as The Hartford. The Hartford completed the sale of its annuity business to a group of investors on May 31, 2018. As a result, the new company name, Talcott Resolution, will appear on all annuity-related correspondence going forward.


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ANNUITIES NEWSLETTER

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Fixed index annuity contracts are issued by Talcott Resolution Life and Annuity Insurance Company, Windsor, CT.

You should carefully consider the objectives, interest crediting strategies, risks and charges of the fixed index annuity before purchasing. This and other information can be found in the fixed index annuity’s Fixed Index Annuity Disclosure Statement which can be obtained by calling 800 862 6668. Please read them carefully before sending money.

Variable annuities are issued by Talcott Resolution Life Insurance Company, Windsor, CT or Talcott Resolution Life and Annuity Insurance Company, Windsor, CT. Underwritten and distributed Talcott Resolution Distribution Company.

You should carefully consider the investment objectives, risks, fees, charges, expenses and other information regarding the variable annuity Contract and the underlying investments before investing. This and other information can be found in the prospectus which can be obtained by calling 800 862 6668. Please read the prospectus carefully before sending money.

Talcott Resolution consists of Talcott Resolution Life, Inc., a holding company for a group of insurance and non-insurance subsidiaries that administers life and annuity products previously sold or acquired. These insurance companies include Talcott Resolution Life Insurance Company, Talcott Resolution Life and Annuity Insurance Company, American Maturity Life Insurance Company and Talcott Resolution International Life Reassurance Corporation.

This is not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, you should consult a tax or legal counsel for advice.

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"Talcott Resolution" is Talcott Resolution Life, Inc. and its Affiliates including Talcott Resolution Life Insurance Company and Talcott Resolution Life and Annuity Insurance Company.

Please note, Talcott Resolution is no longer part of The Hartford.

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