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Why didn't I receive a 1099 form from TRS? FAQs: TRS may not have made a taxable or tax-deferred distribution to you or on your behalf during the year.
What does "not determined" mean on the 1099 form? FAQ: "Not determined" is an indication that not all of the facts are available to figure the taxable amount.
Why was I issued more than one 1099-R? FAQ: A separate 1099-R form must be issued for each distribution from TRS.
Why was I issued a 1099-R even though I rolled over my funds? FAQs: TRS must issue a 1099-R form even if a distribution was rolled over.
Of the sum represented on the 1099-R form, which portion is tax-free and which portion is taxable? FAQs: The tax-free amount is listed in box #5; the taxable amount is listed in box #2a.
Benefits Report (Fall 2021) newsletter
Benefits Report (Fall 2022) Newsletter
Benefits Report (Fall 2022) Newsletter
D2) How do I apply for a loan payment deferral under the CARES Act? D2) How do I apply for a loan payment deferral under the CARES Act?
Benefits Report (Fall 2019) newsletter