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Getting your Form 1099-R

    1. ERS will mail all 1099-Rs by January 31.
    2. Yes. You can request a duplicate on or after February 15, 2017. To request a copy:
      1. Sign into your ERS account.
      2. Under My Payroll Information, click the 1099-R Information link.
      3. Click the link under 1099-R Description.
      4. Verify that the address on the form is correct.
      5. Click the Reprint 1099-Rs button near the end of the page.
      6. ERS will print and mail your duplicate 1099-R to you.
    3. Form 1099-R is a federal Internal Revenue Service (IRS) form with which an individual reports his or her distributions from pensions, annuities, retirement plans, profit-sharing plans, Individual Retirement Accounts (IRAs) or insurance contracts.
    4. You probably have different IRS distribution codes, which are found in Box 7 on each form. Different types of payments (such as annuity payments, resignation refund payments, partial lump-sum options, etc.) require different IRS distribution codes. For a complete list of the distribution codes, look on the back side of your Form 1099-R or visit www.irs.gov.
    5. No, the net amount paid to you during the year is not reported on the form. Your net payment amount is impacted by your tax withholding and other deductions, including insurance premiums and garnishments. Tax withholding deducted from your payments is reported in Box 4. Insurance premiums and garnishments are after-tax deductions and are not included on the form.
      • Box 1 = total gross amount paid to you during the year before any deductions
      • Box 2a = taxable amount paid to you during the year (box 1 value minus box 5 value)
      • Box 2b = should be blank for annuity recipients; will include an "x" if a total distribution (such as a retirement account withdrawal) was issued
      • Box 4 = total amount of federal tax withholding deducted from your payments during the year
      • Box 5 = the non-taxable portion of the payments issued to you during the year.
    6. No, currently we do not fax or email tax documents. Your Form 1099-R will be mailed by the end of January each year.

      To view your Form 1099-R information online:

      1. Sign into your account.
      2. Under My Payroll Information, click the 1099-R Information link.
      3. Click the link under 1099-R Description.