TAX RESOURCE CENTER
If you received distributions from your retirement accounts, you will receive Form 1099-R.
Shareholders who took partial or total distributions from a Traditional or Roth IRA, SEP IRA, SIMPLE IRA or 403(b).
Thrivent Mutual Funds will mail no later than January 31.
Distribution amount and type; along with federal and state income tax withheld, if any. Refer to the instructions on the back of the form for more information on the distribution code.
Calculate taxable income on IRS Form 1040 and state/local tax returns. You are responsible for determining the taxable amount of your IRA or 403(b) distributions from your mutual fund accounts. The taxable amount not determined box is generally marked for mutual fund accounts.
Refer to IRS Form 1040 and IRS Publication 590-B Distributions from IRAs for more information.
The information provided is not intended as a source for tax, legal or accounting advice. Please consult with a legal and/or tax professional for specific information regarding your individual situation.