1099-R Information

The 1099-R Information screen allows you to view the 1099-R information for your retirement benefit. In the upper part of the screen, you can select from the menu the specific benefit on which you want information. If you are receiving only one benefit, you are not able to select any other option. In addition, you must select a tax year. The rest of the screen contains the specific 1099-R information about the benefit you selected.

To access your 1099-R information, select the 1099-R option from the menu on the left pane of the window. The 1099-R Information screen appears.

If you have only one benefit, the screen automatically displays the 1099-R information for that benefit and current tax year. If you have more than one benefit, the screen displays the information for the first benefit you received. If you have more than one benefit and would like to see information on one that is not currently displayed, click on the down arrow in the Benefit Type field and click on the benefit you wish to view. The 1099-R information for the selected benefit is displayed on the screen.

The Tax Year field initially displays the current tax year. If you wish to view a different tax year, click on the arrow in the Tax Year field and select the desired tax year.

Displayed information includes:

• Annuity Type - Kind of benefit you are receiving.
• Benefit Status
• Effective Date - Beginning date for which benefits are being paid.
• Date of Birth - This is followed by your current age.
• Gross Distribution - Total amount of retirement payments before any tax withholdings.
• Taxable Amount - Amount of the Gross Distribution that is taxable.
• Federal Tax Withheld - Amount withheld and sent to the IRS.
• State Tax Withheld - Amount withheld for state taxes
• Distribution Code 1 - Displays a code that describes how your benefits are being paid.
• Distribution Code 2 - If necessary, displays a code that further describes how your benefits are being paid.
• Employee Contributions - Total amount on which no taxes need to be calculated (because these are your contributions on which you have already paid taxes).
• Distribution Percent - Percentage of the benefits that you received.
• Total Contributions - This is no longer required by the IRS and this screen may not reflect any contributions.

If you feel that any of the information displayed on this screen is in error, contact your retirement office.

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