In observance of Martin Luther King, Jr. Day, the Savings Plus Solutions Center and New York Stock Exchange will be closed on Monday, January 17. Transactions received after 1 p.m. PT on Friday, January 14 will be effective on Tuesday, January 18. The Savings Plus Solutions Center will reopen Tuesday, January 18 at 5 a.m. PT.
All Form 1099-Rs will be mailed out by January 31. You may view your Form 1099-R by logging into your account on savingsplusnow.com as soon as February 1. If you did not take a tax reportable rollover or distribution from any of your Savings Plus accounts last year, you will not receive a Form 1099-R from Savings Plus. All tax information regarding your account contributions is generally found in box 12 on your Form W-2.