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.
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