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Form 1099-LTC for Syracuse New York: What You Should Know

Each year you must file a new 1099-R. The 1099-R is different from the basic return you file each year. Equitable (Pension and Employee Benefit Funds) 1 Aug 2023 — Equitable's Annual Report of Fund Activity 3 April 2023 — Equitable's 2023 Annual Report Pension Funds | Equitable Equity | Fund This form is used by pension plans to report income from holdings in stocks, bonds and foreign securities. You cannot use it to report investment income from your own funds (except in certain situations), and it is required before an individual can invest in funds that invest in their own funds. If the funds you hold consist of only stocks, you can use this form. Pension Plans | Equitable Equity | Tax-Favored Securities IRA 3 Apr 2023 — Equitable's 2023 Annual Report Equitable's retirement plans offer tax-deferred accounts. You must have a 401k plan to participate in one (other than an IRA-like plan), and you must have a 457(b) plan for those under 55. A 401k plan must give you information about what is taxable and what is tax-exempt, including the fund you wish to hold for your retirement. A 457(b) plan can offer tax-advantaged investments which your other tax-advantaged IRA and 401k may not offer. In 2013, Equitable released a list of tax-advantaged securities which it says will be taxable in 2017. You should consult your tax advisor for specific instructions for these, and any other, tax-advantaged savings vehicles with respect to your retirement plan. You must enter your name, address, and date of birth on a statement when you open an Equitable mutual fund or other account; and In 2012, Equitable eliminated its requirement to provide you with a statement when your retirement plan is established. Pension, Pension Plans, and Employee Benefit Plans 3 Apr 2023 — Equitable Pension Plan Statement Equity | Fund Sellable securities to any public stock exchange that lists those securities is taxable for federal income tax purposes. Equity | Tax-Deferred Income Fund Equity | Income Fund This form is used by retirement plan participants and their spouses and estate to report a distribution of taxable income.

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