Your secure ABLEnow account portal has the resources to help you prepare for tax season.
When 2019 tax documents are available online, customers will receive an email notification. To view and download these statements, log in to the account portal and click on the Message Center tab.
- IRS Form 1099-QA reports distributions from the ABLEnow account in 2019. This statement will be available on January 9, 2020.
- IRS Form 5498-QA reports ABLEnow account contributions, rollovers and program-to-program transfers in 2019. This statement will be available on February 6, 2020.
Tax statements are archived to review or print when you need them.
Customers may request a free paper copy of their ABLEnow tax documents in addition to the electronic statement. To update your preferences in the account portal, go to the Message Center > Update Notification Preferences.
More information on this topic is available on this ABLEnow Tax Fact Sheet (PDF).