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1099-R Tax Forms Have Been Mailed

1099-R forms were mailed in January.

If you have not received your forms, please call the Retirement Fund at 817-632-8900. Our regular office hours are 7:30 a.m. to 4:30 p.m. Monday through Friday.

All retirees and others who receive a distribution from the Retirement Fund should have received the 1099-R, including terminated employees who received 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 have received more than one 1099-R form. You will need all 1099-R forms when you file your tax return. 

The Winter 2021 edition of our newsletter Retirement News, contains an article about how to interpret your 1099-R form. 

Image of  1099-R article from newsletter