1099-R tax form available online January 24

Looking for your 1099-R form for tax purposes? Beginning January 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 it 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.

Editor’s note: Updated Jan. 11, 2024, to change 1099-R availability date from Jan. 22 to Jan. 24.

How to view your 1099-R

  1. From the DRS homepage, select the Member Login button in the top right.
  2. Log in to your online account.
  3. In the menu bar, select 1099R under your plan name.
  4. From here, you can view and print your 1099-R. You can also see forms from previous years.

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