IRS-Required Tax Form
If you received a Pension Plan retirement benefit or took a distribution from your Investment Plan account during 2022, you will receive a 1099-R form by January 31, 2023.
Pension Plan - Members who have signed up for electronic notification will receive an email in mid-January directing them to access their 1099-R form on FRS Online. Members who have not signed up for electronic notification will receive their 1099-R form by mail through the U.S. postal service, and will have access to their 1099-R form on FRS Online.
Investment Plan - Members can view their 1099-R online as of January 20, 2023, by logging in to MyFRS.com, clicking "Investment Plan," then clicking the "1099R Reprints/Check Advice" button. Starting February 10, 2023, members can request a replacement form be mailed by calling 1-866-446-9377, Option 4.