TRS will begin sending the 1099-R forms in late January 2024. This form tells you how much TRS distributed to you during tax year 2023. From the time TRS sends this form until April 15, we receive numerous requests for duplicate copies.
Due to confidentiality, we are unable to provide information over the phone, and we cannot fax the information. All we can do is mail the information, and often that isn’t fast enough. However, there is a way that this information can be at your fingertips any time you want it – online!
If you are a retiree or payment beneficiary and have registered for
MyTRS, you can view and print a copy of your 1099-R form.
(NOTE: After registering, there may be a one-business day delay to view and print your 1099-R form, which is normal.) Once you have the password, if you are a retiree or payment beneficiary, you will not only have access to your 1099-R form each year, but you can access other personal information about your file.
For example, you can:
- View and change your address on file with TRS.
- View verification of monthly annuities.
- View current income tax withholding choices and calculate the effect of changes to those choices.
- View a summary of health benefit premiums you paid in the prior two years.
If you have questions about your 1099-R form, see
Information about the 1099-R form (pdf) for explanations of the boxes or call 1-800-223-8778 between 7 a.m. to 6 p.m. Central Time.
