Your IMRF 1099-R Tax Statement for 2020 is Now Available in Member Access
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 2020 federal and state income tax returns.

Your 1099-R will show the gross amount of benefits you received from IMRF in 2020. This form will also show the federal income tax withheld from your benefit payments and, for most people, the taxable portion of your benefit.

Your 1099-R tax statement will also be mailed to your home in the second half of January.

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

Don’t have a Member Access account, click here to create one.
The 2021 W-4P Tax Withholding Form is Available!
The IRS has released the 2021 W-4P form. As an IMRF retiree, you need the W-4P to establish or change 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.

One change that occurred starting with the 2020 W-4P form is that you can no longer elect to have a flat dollar amount deducted. Instead, you need to use the worksheets provided on the W-4P form or the IRS online withholding estimator to calculate your withholding.*

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 W-4P form is also available for download here.

*If you are unsure about the correct withholding amount, please consult your tax advisor.
In Member Access, you can...
Change Your Tax Withholding
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. Please click here to request a registration key be mailed to you.
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