028078 MSG7D301 106828 000000

#BWNJGWM
JANET L CUMMINGS
4781 CAUGHLIN PARKWAY
RENO NV 89519-0906
THIS PAGE IS INTENTIONALLY LEFT BLANK
 Your Financial Advisor
THE SCHWARZ-O'CONNELL GRO
1645 VILLAGE CNTR CIRCLE, STE 150
LAS VEGAS, NV 89134
Customer Service: (866) 324-6088

Date Issued: JANUARY 23, 2020

Please note that your Form 5498 will be mailed to you separately by May
31, 2020 only if you have made a contribution, rollover, Roth conversion,
or recharacterization. The Form 5498 confirms all IRA contributions for
JANET L CUMMINGS the prior tax year made up until the tax filing deadline (usually April 15). It
4781 CAUGHLIN PARKWAY is not necessary to attach Form 5498 to your tax return.
RENO NV 89519-0906

Morgan Stanley Domestic Holdings, Inc. 65.46

Morgan Stanley Smith Barney, LLC
1 New York Plaza
12th Floor 0.00
New York, NY 10004
(866) 324-6088

20-8764829 XXX-XX-7155
0.00

JANET L CUMMINGS
4781 CAUGHLIN PARKWAY
RENO NV 89519-0906

P X

028078 MSG7D301 106829 000000

159 027230 039

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1099R
Tax Year Ending December 31, 2019
JANET L CUMMINGS Account Number FA
4781 CAUGHLIN PARKWAY 159 027230 039
RENO NV 89519-0906

DETAIL OF DISTRIBUTIONS FROM PENSIONS, ANNUITIES, RETIREMENT OR PROFIT SHARING PLANS, IRA's, INSURANCE CONTRACTS, ETC.

Gross Federal Income State Income

Distribution Tax Withheld Tax Withheld State Net Client
Reason/Date Description (Box 1) (Box 4) (Box 12) Code Distribution
P-2018 REFUND OF EXCESS CONTRIBUTION
CASH DISTRIBUTIONS
02/01/19 FUNDS PAID $65.46 $0.00 $0.00 $65.46
Totals for P-2018 REFUND OF EXCESS CONTRIBUTION $65.46 $0.00 $0.00 $65.46

028078 MSG7D301 106830 000000

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