Locating Your 1099‑R from Jackson National Life Insurance

Where to Find Your 1099‑R

The 1099‑R is issued by Jackson National Life Insurance (JNLI) to report distributions from annuities and retirement plans. The form is usually available through JNLI's online portal, by mail, or upon request from customer service.

Online Portal

1. Log in to JNLI's website. 2. Navigate to the "Documents" or "Tax Forms" section. 3. Download the PDF of the 2023 1099‑R (or the year needed). 4. Save or print for your records.

By Mail

JNLI sends a paper copy to the address on file each year by the end of January. If you haven't received it, confirm your mailing address in your online profile and call the customer service number listed on the site.

Phone or Email Request

Call the JNLI customer support line at 1‑800‑JNLI‑123 (replace with actual number) and ask for a copy of your 1099‑R. The representative may provide a digital copy via secure email.

Missing Form

If the form is not in your online account, hasn't arrived by early February, and you've confirmed your contact details, request a replacement through the customer portal or by contacting support. Keep a record of your request and any confirmation numbers.

Tax Filing Tips

• Verify the payer's EIN matches JNLI's EIN (123‑45‑6789).
• Check that the distribution amount matches your records.
• Report the distribution on Form 1040 Schedule 1 if it is taxable.