Clients that hold Thrivent Annuity and Insurance products will receive a tax form from Thrivent. If any of these accounts transitioned to the Fidelity platform, these tax forms could be for a partial year and you’ll also receive a Fidelity statement as noted above.
Anticipated Availability of Tax Forms
- Qualified Annuities – early February
- Non-Qualified Annuities – early February
- Life Insurance – early February
Instructions to Access Tax Forms on Thrivent.com