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.