Sunday, February 25, 2024

Access your 1099-R starting Jan. 24

From the Department of Retirement Systems:

Looking for your 1099-R form for tax purposes? Beginning Jan. 24, you can access it by signing in to your retirement account and then selecting the 1099-R link from the main menu. From there you can view or print a copy. Hard copies of the form will be mailed by the end of January.

For Plan 3 and DCP members, starting Feb. 1, any additional 1099-R forms for your investment accounts will be available under “Statements and Documents” when you select your plan from your online account.

See the IRS 1099-R webpage for more information.

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