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Benefits Report (Fall 2019) newsletter
Why didn't I receive a 1099 form from TRS? FAQ: TRS may not have made a taxable or tax-deferred distribution to you or on your behalf during the year.
Why was I issued a 1099-R even though I rolled over my funds? FAQ: TRS must issue a 1099-R form even if a distribution was rolled over.
May I receive a duplicate 1099 form? FAQ: 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.
Of the sum represented on the 1099-R form, which portion is tax-free and which portion is taxable? FAQ: The tax-free amount is listed in box #5; the taxable amount is listed in box #2a.
May I receive a duplicate 1099 form? May I receive a duplicate 1099 form?
Total Service Letter Request Form (for Tiers I/II Members Only) (code SD154) form
COVID-19 Medical Certification B: Cause of Death (code DB304) form
COVID-19 Medical Certification A: Date of Onset (code DB303) form
Filing for Retirement Filing for Retirement application information, FAQs, and guides.