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1099 forms for a given year are generally issued by the following January 31.

1099 forms for a given year are generally issued by the following January 31.

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. Retirees can view the 1099 forms for their monthly benefits, beginning with the 2021 tax year. Please note that TRS will continue to mail paper forms, including corrected forms, to all members. If you have any questions about the distributions reported on your online or paper 1099 forms, please file a 1099-R/1099-INT Inquiry Form (code GA5) with TRS.

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. Retirees can view the 1099 forms for their monthly benefits, beginning with the 2021 tax year. Please note that TRS will continue to mail paper forms, including corrected forms, to all members. If you have any questions about the distributions reported on your online or paper 1099 forms, please file a 1099-R/1099-INT Inquiry Form (code GA5) with TRS.

TRS issues a separate 1099-R form for each of the following types of distributions:

• Taxable excess withdrawals, including those taken at retirement;
• Defaulted loans and taxable loans taken at retirement;
• Advance payments from the Qualified Pension Plan (QPP);
• Retirement allowance payments from the QPP;
• Annuity payments from the Tax-Deferred Annuity (TDA) Program;
• TDA and QPP Direct Withdrawals and Direct Rollovers;
• TDA Required Minimum Distributions (RMDs);
• Death benefit payments;
• Lump-sum disability payments;
• Withdrawals of funds upon separation from service; and
• Refunds of erroneous contributions.

Generally, TRS issues a separate 1099-INT form for any interest payments associated with a distribution listed above. However, the full amount of any Direct Rollover is reported on a 1099-R form, including any portion of the Direct Rollover that is attributable to interest.

Generally, TRS issues a separate 1099-INT form for any interest payments associated with a distribution listed above. However, the full amount of any Direct Rollover is reported on a 1099-R form, including any portion of the Direct Rollover that is attributable to interest.

The IRS requires that TRS withhold 20% of the taxable portion of any lump-sum death benefit paid to a surviving spouse, unless the spouse instructs TRS to directly roll over the amount into an IRA or a Section 401 Plan. In addition, the IRS requires that TRS withhold 10% of any death benefit paid to a non-spouse beneficiary, unless that beneficiary elects to have a percentage greater than 10% withheld. Any withheld amount will be sent to the IRS as credit toward the beneficiary's federal taxes for the year of distribution.

For a list of forms on taxes and death benefit payments, please see the Withdrawals/Distribution category in the Forms–Beneficiaries section.

Spouses of deceased members are permitted to roll over the taxable portion of a Qualified Pension Plan (QPP) and/or Tax-Deferred Annuity (TDA) Program death benefit to an eligible Individual Retirement Arrangement (IRA) or other successor program. Non-spouse beneficiaries may roll over the taxable portion of a QPP and/or TDA death benefit to an Inherited IRA or other successor program.

For a list of forms on rolling over a death benefit, please see the Withdrawals/Distribution category in the Forms–Beneficiaries section.

For more information, please see the FAQs in this section.