Attention: Tax forms are in the mail
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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