1099-R tax form available by Jan. 31
Looking for your 1099-R form for tax purposes? By Jan. 31, you can access it by signing in to your DRS online account and then selecting the 1099-R link from the main menu. From there you can view it or print a copy. Hard copies of the form will be mailed by the end of January.
For Plan 3 and DCP customers, starting Feb. 1, any 1099-R forms from your investment accounts will be sent separately. They will be mailed from State Street Bank and available through the record keeper website under “Tax Forms” in the “Statements and Documents” section. You can also access your investment account from your DRS online account by selecting either Plan 3 or DCP in your plan menus once you are logged in.
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