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FAQs: By electing TDA deferral status your TDA funds will remain invested with TRS.
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FAQs: 1099 forms for a given year are generally issued by the following January 31.
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FAQs: Members and beneficiaries who have received lump-sum distributions in the past five years can view the associated 1099 forms online by logging in to the secure section of our website.
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FAQs: A separate 1099-R form must be issued for each distribution from TRS.
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FAQs: Yes. Members with active TRS accounts and beneficiaries who received a lump-sum distribution from TRS in the past five years may request a duplicate of the associated 1099 form online by logging in to the secure section of our website.
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FAQs: "Not determined" is an indication that not all of the facts are available to figure the taxable amount.
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FAQs: TRS may not have made a taxable or tax-deferred distribution to you or on your behalf during the year.
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FAQs: EFT is available for other payments, as noted below.
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FAQs: If you are currently paid on the City of New York payroll through direct deposit for work in a position that entitles you to TRS membership: You will be automatically enrolled to receive your monthly benefit payments (including advance payments) via EFT.
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FAQs: Being vested means having enough credited service to qualify for a reduced retirement allowance.
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