View as a web page.               February 2025 ANNUITY NEWSLETTER                 IRS Forms 1099-R were mailed in January to annuity clients if a reportable event occurred on their contract during the 2024 calendar year. Reportable events include taxable distributions, contract owner changes, and collateral assignments.     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 2024 tax year. If the contract is owned by a Charitable Remainder Trust (CRT), the tax reporting is the responsibility of the trustee. No tax reporting is done by Talcott Resolution. If the contract is Custodially owned, the tax reporting for a custodial contract 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 contracts. It is the responsibility of the plan administrator to do the tax reporting.   To view your clients’ 2024 1099-Rs, log into the Annuity Service Center, 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.               VIEW PAST EDITIONS:        ANNUITIES NEWSLETTER

Unsubscribe  |  Privacy Policy  |  Contact Us               This email message may constitute a commercial electronic mail message under the CAN‑SPAM Act of 2003.   Fixed index annuity contracts are issued by Talcott Resolution Life and Annuity Insurance Company, Hartford, 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, Hartford, CT or Talcott Resolution Life and Annuity Insurance Company, Hartford, CT. Underwritten by Talcott Resolution Distribution Company, Inc.   Talcott Resolution Distribution Company, Inc. does not provide investment advice, brokerage accounts or brokerage services.   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.   This email was sent to:   This email was sent by: Talcott Resolution Life Insurance Company, 1 American Row, Hartford, CT 06103, US © 2025 on behalf of Talcott Resolution.   © 2025 Talcott Resolution Life Insurance Company. All rights reserved.     7646200.1