1099-R Tax Form

We received two questions about 1099-Rs recently:

1. When will 2018 1099-R be on-line?
2. Why can I not receive/access my 1099R online ? It would seem to me that it would save thousands of dollars.

You can access an electronic copy of your 1099-R after we have mailed it, which will be by the end of January. Simply log in to your MOSERS Member Homepage and you will find it listed under Personal Information. Watch our website or see this article on taxes from the Fall/Winter issue of RetireeNews for more information.

We appreciate your comment indicating you would be ok getting it online only and that it would save money. We have taken that approach with our other publications and correspondence - based on individual member preference. The 1099-R is one document that we still make available to all retirees both in hard copy and online. The decision to do so is based on our experience with retiree preference and needs. However, we will certainly take your suggestion into consideration for future planning.