Retirement Plan members who took distribution(s) of any type (i.e. payment, withdrawal, required minimum distribution, rollover, conversion) from their FCMM account in 2021 will receive a Form 1099R in February 2022. This form will be needed for filing annual tax returns.
The form may also be downloaded as a PDF document via your account access. To do so, follow the same procedure as accessing your quarterly statement but select "Form 1099R" as the document type. If needed, view Steps to Access Statements for detailed steps.
