1099-Rs will be mailed by January 31
PERS will mail 2023 Form 1099-Rs to all retirees by January 31. If you do not receive your 2023 1099-R by Monday, February 12, please contact PERS at 800-444-7377. Our offices are open Monday through Friday, 8 a.m. to 5 p.m. CST.
Some recipients will receive two forms
In 2023, PERS reviewed all distribution codes for pension benefit recipients. Beginning this year, PERS will send two 1099-R forms to recipients the year they reach 59.5. In Box 7, benefits received and taxes withheld prior to age 59.5 will be distribution code “2” and those after age 59.5 will be distribution code “7”.
Be sure your address is correct with PERS
If the address we have for you is not current, the U.S. Postal Service will not forward your 1099-R. They will, instead, return the form to our office. Contact PERS at 800-444-7377 to update your address and request that we resend your 2023 Form 1099-R.
Thank you.