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Attention: Tax forms are in the mail

by on February 5, 2018

AEP tax forms are in the mail. Please use the table below to refer to forms you need.

Tax Form Issuer Mail Date Contact Information
W-2 (including imputed income for retiree life insurance) AEP 1/26/2018 888-237-2363, option 5
1099-MISC AEP Accounts Payable 1/5/2018 330-438-7799
1099-R (pension participants) Bank of New York 1/31/2018

(please allow until February 14 before requesting a reprint/re-mail)

888-237-2363, option 1, then option 2 then option 1 for English and then option 4 for pension
Form 1095 UnifyHR To be determined (deadline is 3/2/18)

Reminder: this form is not needed to file a tax return

888-237-2363, option 5
1099-SA (for participants with H.S.A distributions) HealthEquity By 1/31/2018 (available online) 877-713-7712
Form 5498 (for participants who made H.S.A contributions, including via payroll deduction) HealthEquity By 1/31/2018 (available online) 877-713-7712

 

 

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