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Federal Free Printable Form 1098-Q (Rev. December 2019) for 2020 Federal Qualifying Longevity Annuity Contract Information

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Qualifying Longevity Annuity Contract Information
Form 1098-Q (Rev. December 2019)

7474 VOID CORRECTED ISSUER’S name, street address, city or town, state or province, country, ZIP ISSUER’S TIN or foreign postal code, and telephone no. OMB No. 1545-2234 PARTICIPANT’S TIN 1a Annuity amount on start date Qualifying Form 1098-Q Longevity Annuity Contract (Rev. December 2019) Information For calendar year 20 $ 1b Annuity start date 2 Check if start date may be accelerated 3 Total premiums 4 FMV of QLAC $ $ 5a January PARTICIPANT’S name dd 5b February dd 5d April dd 5f June dd 5h August dd 5j October dd 5l December $ $ 5c March $ Street address (including apt. no.) $ $ $ $ Form 1098-Q (Rev. 12-2019) For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the current General Instructions for Certain Information Returns. dd $ 5k November Name of plan dd $ 5i September Plan number dd $ 5g July Account number (see instructions) dd $ 5e May City or town, state or province, country, and ZIP or foreign postal code dd Copy A dd $ Plan sponsor’s EIN Cat. No. 67073Z Do Not Cut or Separate Forms on This Page www.irs.gov/Form1098Q — Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page CORRECTED (if checked) ISSUER’S name, street address, city or town, state or province, country, ZIP ISSUER’S TIN or foreign postal code, and telephone no. OMB No. 1545-2234 PARTICIPANT’S TIN 1a Annuity amount on start date Qualifying Form 1098-Q Longevity Annuity Contract (Rev. December 2019) Information For calendar year 20 $ 2 If checked, start date may be accelerated 1b Annuity start date 3 Total premiums 4 FMV of QLAC $ 5a January PARTICIPANT’S name $ dd $ 5c March 5e May dd 5d April dd 5f June City or town, state or province, country, and ZIP or foreign postal code dd 5h August dd 5j October Account number (see instructions) Plan number dd 5l December Form 1098-Q (Rev. 12-2019) dd dd $ $ Name of plan dd $ $ 5k November dd This information is being furnished to the IRS. $ $ 5i September dd $ $ 5g July 5b February $ $ Street address (including apt. no.) Copy B For Participant dd $ Plan sponsor’s EIN (Keep for your records) www.irs.gov/Form1098Q Department of the Treasury - Internal Revenue Service Instructions for Participant The information on this Form 1098-Q is submitted to the IRS by the issuer of your qualifying longevity annuity contract (QLAC) to report the status of the contract. Prior to annuitization, the value of any QLAC held by your plan or IRA (section 401(a), 403(a), 403(b), or 408 (other than a Roth IRA); or eligible governmental plan under section 457(b)) is not included when calculating the required minimum distribution (RMD) from your plan or IRA. You will receive this statement annually beginning with the first year in which premiums are paid and ending with the earlier of the year in which you attain age 85 or die. In the event of your death, if the sole beneficiary under the contract is your surviving spouse, this annual statement will be furnished to your surviving spouse until distributions commence, or if earlier, the year in which your surviving spouse dies. If you have questions about your QLAC, contact the issuer at the address and phone number shown on the front of the form. Account number. May show an account or other unique number the issuer assigned to distinguish your account. Participant’s taxpayer identification number (TIN). For your protection, this form may show only the last four digits of your TIN (social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN)). However, the issuer has reported your complete TIN to the IRS. Plan number, name, and EIN. Shows, if the contract was purchased under a plan, the number of the plan, the name of the plan, and the EIN of the plan sponsor. Box 1a. Annuity amount on start date. If the payments have not started, shows the annuity amount payable on start date. Box 1b. Annuity start date. If the payments have not started, shows the date on which the annuity is scheduled to start. The date reported is shown in the format month, day, and year, mm/dd/yyyy. Box 2. If checked, shows that the start date may be accelerated. Box 3. Shows the cumulative total amount of premiums paid for the contract. Beginning in 2020, your cumulative total premiums paid for all QLACs cannot exceed $135,000. Also, QLACs purchased under an IRA cannot exceed 25% of your total IRA account balances and QLACs purchased under an employer’s plan cannot exceed 25% of your account balance in the plan. If you have paid more than that, contact your contract issuer. Box 4. Shows the fair market value (FMV) of your QLAC as of December 31 of the reporting year. Boxes 5a–5l. Show the amount of each premium paid for the contract and the date each premium payment was made in the reporting year. If there is more than one payment per month, the box for that month will include the total payments for the month and the date of the last payment in the month. Future developments. For the latest information about developments related to Form 1098-Q and its instructions, such as legislation enacted after they were published, go to www.irs.gov/Form1098Q. VOID CORRECTED ISSUER’S name, street address, city or town, state or province, country, ZIP ISSUER’S TIN or foreign postal code, and telephone no. OMB No. 1545-2234 PARTICIPANT’S TIN 1a Annuity amount on start date Qualifying Form 1098-Q Longevity Annuity Contract (Rev. December 2019) Information For calendar year 20 $ 2 Check if start date may be accelerated 1b Annuity start date 3 Total premiums 4 FMV of QLAC $ 5a January PARTICIPANT’S name $ dd $ 5c March 5e May dd 5d April dd 5f June City or town, state or province, country, and ZIP or foreign postal code dd 5h August dd 5j October Account number (see instructions) Plan number dd 5l December $ Name of plan Form 1098-Q (Rev. 12-2019) dd dd For Privacy Act and Paperwork Reduction Act Notice, see the current General Instructions for Certain Information Returns. $ $ 5k November dd $ $ 5i September dd $ $ 5g July 5b February $ $ Street address (including apt. no.) Copy C For Issuer dd $ dd $ Plan sponsor’s EIN www.irs.gov/Form1098Q Department of the Treasury - Internal Revenue Service Instructions for Issuer To complete Form 1098-Q, use: • The current General Instructions for Certain Information Returns, and • The current Instructions for Form 1098-Q. To order these instructions and additional forms, go to www.irs.gov/Form1098Q. Caution: Because paper forms are scanned during processing, you cannot file Forms 1096, 1097, 1098, 1099, 3921, or 5498 that you print from the IRS website. Filing and furnishing. For filing and furnishing instructions, including due dates, and to request filing or furnishing extensions, see the current General Instructions for Certain Information Returns. To file electronically, you must have software that generates a file according to the specifications in Pub. 1220. The IRS does not provide a fill-in form option for Copy A. Need help? If you have questions about reporting on Form 1098-Q, call the information reporting customer service site toll free at 866-455-7438 or 304-263-8700 (not toll free). Persons with a hearing or speech disability with access to TTY/TDD equipment can call 304-579-4827 (not toll free).
Extracted from PDF file 2019-federal-form-1098-q.pdf, last modified November 2019

More about the Federal Form 1098-Q Corporate Income Tax TY 2019

We last updated the Qualifying Longevity Annuity Contract Information in February 2020, so this is the latest version of Form 1098-Q, fully updated for tax year 2019. You can download or print current or past-year PDFs of Form 1098-Q directly from TaxFormFinder. You can print other Federal tax forms here.

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Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 1098-Q from the Internal Revenue Service in February 2020.

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About the Corporate Income Tax

The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.

Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).

Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.

Historical Past-Year Versions of Federal Form 1098-Q

We have a total of six past-year versions of Form 1098-Q in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2019 Form 1098-Q

Form 1098-Q (Rev. December 2019)

2018 Form 1098-Q

2019 Form 1098-Q

2017 Form 1098-Q

2018 Form 1098-Q

2016 Form 1098-Q

2017 Form 1098-Q

Qualified Longevity Annuity Contract Information 2015 Form 1098-Q

2016 Form 1098-Q

Qualified Longevity Annuity Contract Information 2014 Form 1098-Q

2014 Form 1098-Q


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