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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

Thrivent – Tax Forms Instructions

 

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