Once you log into Member Access, an alert at the top of your Member Access home page will take you right to your new 1099-R. You will need your 1099-R tax statement when filling out your 2021 federal and state income tax returns.

Your 1099-R will show the gross amount of benefits you received from IMRF in 2021. This form will also show the federal income tax withheld from your benefit payments and, for most people, the taxable portion of your benefit.

For more information on your 1099-R, click here.

Don’t have a Member Access account, click here to create one.

The IRS has updated the W-4P form for 2022, but they are allowing organizations one year to prepare their systems for the new form. IMRF is not yet able to process the 2022 version of the form.

As an IMRF retiree, you would use the W-4P form to establish or change the tax withholding from your benefits payments. If you already have a W-4P on file with IMRF, you do not need to submit a new form unless you want to change your tax withholding. If you do not file a new W-4P, IMRF will compute your withholding based on the information from the existing W-4P we have on file.

The quickest and easiest way to file W-4P tax withholding information is through our secure Member Access. See the box below for details.

A paper copy of the 2021 W-4P form is available for download here.

Please note: If you try to update your withholding using the 2022 version of the W-4P form, IMRF will not be able to accept the form.

To update your tax withholding online, log into Member Access. After you log in, go to the Quick Links section in the right column of the home page, and click on Change Tax Withholding.

If you do not already have a Member Access account, you will need a registration key to create one. To get your registration key, you can either call 1-800-ASK-IMRF (275-4673) and ask for the key from your current Statement of Benefits, or you can click here and choose NO to request that a new registration key be mailed to you.