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2017 IRS 1099-R Forms Will Be Mailed at the End of January

Your 2017 1099-R form will not be mailed  until the end of January 2018. The 1099-R form is mailed to retirees and others who receive a distribution from the Retirement Fund, 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 2017 Retirement Fund newsletter, Cowtown Retirement News, contains an article about the 1099-R form and an illustration that may help you complete your form. All newsletters are available on this website under Forms.