Corrected IRS 1099-R Tax Form Notification - MERS

Sep 19, 2026

This notification document issued by the Municipal Employees’ Retirement System (MERS) informs retirees about the issuance of corrected IRS 1099-R tax forms for the tax years 2017, 2018, and 2019. The correspondence explains that the corrections are due to inaccurate distribution codes previously reported. The document clearly outlines specific circumstances triggering these corrections, such as pension benefits received via an Eligible Domestic Relations Order (EDRO) or benefits received before and after age 59½. Recipients are informed that the new forms will reflect distribution codes 2 or 7 accordingly, and they are advised that no further action is required on their part. The communication emphasizes that this is a reporting update, while also suggesting consultation with a tax professional regarding individual filing needs. MERS provides contact information for their Service Center to assist retirees with any further questions related to these tax documentation changes.

LanguageEnglish

CategoryLetters

FormatPDF

Pages1

AccessFree to download

Notice of Corrected 1099-R Tax Form

Reasons for Receiving a Corrected Form

Changes in Distribution Codes

Action Required by Retirees

FAQs

Why am I receiving a corrected 1099-R form from MERS?

You are receiving a corrected form because MERS discovered that the original 1099-R forms issued for tax years 2017, 2018, and 2019 contained incorrect distribution codes for certain pension benefit scenarios.

What are the specific distribution codes used on the corrected forms?

The corrected forms will show distribution code 2 if benefits were received under age 59½ or due to an EDRO, and distribution code 7 for benefits collected after reaching age 59½.

Do I need to file an amended tax return after receiving this form?

No action is required. MERS notes that this is a reporting change, but they suggest consulting a tax professional if you have concerns about your specific financial situation.

Sep 19, 2026

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