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The guide explains tax reporting requirements, how reported distributions and taxable interest are determined, and how the IRS treats distributions and income from these contracts. It includes when you may receive each form, what the forms cover (including common IRA, annuity, and life insurance contract scenarios), and key reporting instructions for Form 1040 and related IRS schedules.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/guide-to-your-usaa-life-insurance-company-forms-1099-int-and-1099-r-for-tax-year-2018/303113/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/guide-to-your-usaa-life-insurance-company-forms-1099-int-and-1099-r-for-tax-year-2018/303113.png","ImageObject",442,249,{"name":88,"@type":89},"Liam","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-01","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":47},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What are the main tax forms covered in this guide for 2018?","Question",{"text":108,"@type":109},"The guide covers USAA Life Insurance Company Forms 1099-INT and 1099-R for tax year 2018, explaining what each form is for and how it relates to your contract distributions and taxable interest.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"When is a Form 1099-INT generated and what income does it report?",{"text":113,"@type":109},"A Form 1099-INT is generated for accounts where taxable interest was earned, and it shows taxable interest earned throughout the year. Interest totaling less than $10 with no tax withholdings generally will not receive the form, but you still must report the interest.",{"name":115,"@type":106,"acceptedAnswer":116},"What kinds of distributions are shown on Form 1099-R, and how is the amount used on Form 1040?",{"text":117,"@type":109},"Form 1099-R reports distributions from IRAs, non-qualified annuities, certain employer plans, and life insurance contracts, including conversions, recharacterizations, and 1035 exchanges. The amount in box 1 is reported on line 4a of IRS Form 1040, with special rules that may apply.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},303113,1790441699,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":47,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":76},8796095461564,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","| | Guide To Your USAA Life Insurance Company Forms 1099-INT and 1099-R For Tax Year 2018 |\n| --- | --- |\n\nUSAA is committed to providing accuracy in reporting tax information related to your life insurance and annuity contracts and help in understanding how it is used.  \nIn this guide you will find:  \n• a general overview of tax reporting requirements.  \n• methods used to determine reported distributions from your contracts with USAA Life Insurance Company.  \n• the way the IRS treats distributions from your contracts.  \n• the way the IRS treats income on your contracts.  \n• a description and explanation of the 1099-INT and 1099-R and tax form related to your contract.  \nIf applicable to your Life Insurance Company contract, you may have received Form 1099-INT and Form 1099-R.  \nThe information in this brochure is not legal or tax advice. We recommend that you consult your legal and tax advisors if you need advice regarding your specific situation.  \nIf a tax advisor prepares your income tax return, we encourage you to include the instructions for recipient when providing copies of your form(s) 1099.  \nTax Return Assistance on [usaa.com](usaa.com)  \nFrom the [usaa.com](usaa.com) home page, navigate to My Tools and select View Documents under the Documents & Forms category to sign up to receive your tax forms electronically in the future.  \nIn addition to the information in this guide, on [usaa.com](usaa.com/taxes)[/taxes](usaa.com/taxes) you may:  \n• view and print your USAA Life Insurance Company form(s) 1099.  \n• read articles on recent tax law changes.  \n• access other tools and information to answer general tax questions and help you complete your tax return.  \n• link to IRS publications and forms.  \nUSAA FEDERAL SAVINGS BANK C/O USAA LIFE INSURANCE CO. 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288  \nA  \n18  \nForm 1099-INT What is it?  \nWho receives it?  \nWhere is it reported?  \nWe are required to report taxable interest income to the IRS.  \nThis form shows the taxable interest earned throughout the year.  \nA Form 1099-INT will be generated for all accounts to which taxable interest was earned; such as interest on accumulated dividendsand interest on delayed death benefits. Business owned accounts and accounts with interest totaling less than $10 that have no tax withholdings will not receive a Form 1099-INT. You are required to report all of your interest even though you will not receive a Form 1099-INT.  \nYour taxable interest is shown in box 1 A, and you report it on line 2b of form 1040. If your taxable income is reported on a form other than 1040, please consult with your tax advisor.  \nD  \nFATCA  \nfiling  \nrequirement  \nFORM 1099-R  \n□ CORRECTED (if checked)  \n| PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code |  |  |\n| --- | --- | --- |\n| PAYER'S federal\u003Cbr>identification number\u003Cbr>RECIPIENT'S name | RECIPIENT'S number | identification |\n\n1 Gross distribution $  \n2a Taxable amount $  \n2b Taxnotabledeterammiounnedt 􀁆  \n4 Federal income tax withheld  \nUSAA FEDERAL SAVINGS BANK C/O USAA LIFE INSURANCE CO. 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288  \nForm 1099-R What is it?  \nWho receives it?  \n1035 exchange checklist  \nWhere is it reported?  \nThe Form 1099-R you receive from USAA Life Insurance Company provides information to you and the IRS regarding distributions from your:  \n• IRAs (Traditional, Roth and SEP) • Non-qualified annuity  \n• Certain employer sponsored plans • Life insurance contract  \nForm 1099-R is delivered to account holders who had total or partial distributions in 2018 from these types of accounts. Conversions andrecharacterizations, and certain other transactions, are also shown on Form 1099-R.  \nA conversion is a distribution of money from a traditional or SEP IRA or 403b Plan that is rolled over to a Roth IRA.  \nRecharacterization refers to the treatment of a contribution to one type of IRA as having been made to a different type of IRA, ","cbCaiiymm8Zluy3C","https://ap.wps.com/l/cbCaiiymm8Zluy3C","pdf",1178693,7,"English","# Overview\n## Tax reporting requirements and disclaimers\n## Accessing tax forms and assistance\n# Form 1099-INT\n## What it is and who receives it\n## Where it is reported\n# Form 1099-R\n## What it is and who receives it\n## Where it is reported\n## Common distribution types and exchanges\n# Reporting on Form 1040","[{\"question\":\"What are the main tax forms covered in this guide for 2018?\",\"answer\":\"The guide covers USAA Life Insurance Company Forms 1099-INT and 1099-R for tax year 2018, explaining what each form is for and how it relates to your contract distributions and taxable interest.\"},{\"question\":\"When is a Form 1099-INT generated and what income does it report?\",\"answer\":\"A Form 1099-INT is generated for accounts where taxable interest was earned, and it shows taxable interest earned throughout the year. Interest totaling less than $10 with no tax withholdings generally will not receive the form, but you still must report the interest.\"},{\"question\":\"What kinds of distributions are shown on Form 1099-R, and how is the amount used on Form 1040?\",\"answer\":\"Form 1099-R reports distributions from IRAs, non-qualified annuities, certain employer plans, and life insurance contracts, including conversions, recharacterizations, and 1035 exchanges. The amount in box 1 is reported on line 4a of IRS Form 1040, with special rules that may apply.\"}]","Guide To Your USAA Life Insurance Company Forms 1099-INT and 1099-R For Tax Year 2018 | PDF",1789799990]