Like the W-2 you receive when you’re employed, retirees have their own version of income reported to the IRS. This is a tax form called a 1099-R. Also like a W-2, the 1099-R is released annually after the end of each year you collect retirement income. Usually the previous year’s 1099-R is available before the end of January. Every year, DRS releases a news article as soon as we know the date your 1099-R will be available.
View, print or download your 1099-R tax forms through your DRS online account.
You get a separate 1099-R for each type of retirement income you receive. For example, if you are a retired PERS Plan 3 member withdrawing money from a DCP savings account, you’ll receive a separate 1099-R for your pension account, your Plan 3 investment account and your DCP investment account. You would access your DCP and Plan 3 investment account forms by selecting Plan 3 or DCP through your DRS online account.
You might receive more than one 1099-R if you:
Get more information and see what a 1099-R form looks like.
This is an example of a 1099-R tax form. For questions about your 1099-R, contact your tax advisor or the IRS at 800-829-1040.
1 Gross distribution
The following codes identify your distribution: