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When will I receive a Form 1099-R from Madison Trust?

Posted on: December 10, 2019

Madison Trust mails all Form 1099-Rs to accountholders by January 31st of the calendar year following the taxable event. Please note that 1099-Rs are only generated for years when assets or funds leave an account. If such a transaction does not take place in a given year then the accountholder will not receive a 1099-R form for that year.

Everything from customer service to setting up my account to getting my money was A+. I would highly recommend doing business with them.

Joe D.
Solid service and attention to detail.

Clint C.
They were fast efficient and did what they said they would. Would recommend.

Gabriel E.
Madison Trust is that rare company where customer service is alive and well. No endless phone menus just to be routed to a call center somewhere overseas. Instead, your calls are answered by associates who have great communications skills and who really know their stuff! They are quick to answer any questions you may have and will make sure you are satisfied by the end of your call. It really is a pleasure to do business with this company.

Mark P.
Madison Trust has been great to work with. They’ve been responsive, helpful and I can actually talk to a real person when I need to. So refreshing these days.

Michael K.