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2018 Tax Statements

When 2018 tax documents are available online, customers will receive an email notification. To view and download these statements, log in to the secure account portal and click on the Message Center tab.

  • IRS Form 1099-QA reports distributions from the ABLEnow account in 2018. This statement is available on January 10, 2019.
  • IRS Form 5498-QA reports ABLEnow account contributions, rollovers and program-to-program transfers in 2018. This statement is available on February 5, 2019.

Tax statements are archived to review or print when you need them.

Customers may request a paper copy in addition to the electronic statement. To update your preferences in the account portal, go to the Message Center > Update Notification Preferences.