1099-R Tax Forms Were Mailed at the End of January
1099-R forms were mailed in January. If you have not received your form(s), please call the Retirement Fund at 817-632-8900. Our regular office hours are 7:30 a.m. to 5:30 p.m. Monday through Friday.
Retirees and others who receive a distribution from the Retirement Fund should receive the 1099-R, including terminated employees who receive a refund of their contributions and interest. If you took an Actuarial Lump Sum when you retired and/or if you took DROP money upon or after retirement, you may receive more than one 1099-R form. You will need all 1099-R forms when you file your tax return.
The Winter 2019 edition of our newsletter, Retirement News, contains an article about how to interpret your 1099-R form.