[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-301444-105":53,"doc-detail-301444-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","faqs-1099-r-tax-form","FAQs - 1099-R Tax Form","","Frequently asked questions explain the 1099-R tax form used for ERS reporting of pension benefits, including what the form covers, when it is mailed, and what to do if a copy is not received. Guidance covers address changes, duplicate requests after mid-February, and why multiple copies may arrive due to distribution codes, different benefit types, and rollover or early distribution situations. Links to relevant IRS instructions and publications are also provided.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/faqs-1099-r-tax-form/301444/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/faqs-1099-r-tax-form/301444.png","ImageObject",442,249,{"name":88,"@type":89},"Bintang","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is a 1099-R form and what does it report?","Question",{"text":108,"@type":109},"The 1099-R form reports the income you received from the ERS during the tax year, including pension benefits or refunds of contributions. The information is used to complete your federal and State tax returns.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"When will I receive Form 1099-R, and what if I move?",{"text":113,"@type":109},"1099-R forms are mailed by the end of January each year. If you moved, contact ERS with your new address; written updates or an ERS-211 “Mailing Address Change” form may be required.",{"name":115,"@type":106,"acceptedAnswer":116},"Why might I receive more than one copy of Form 1099-R?",{"text":117,"@type":109},"You may receive separate copies based on distribution-code portions of payments, monthly versus option refund amounts, rollover versus non-rollover amounts, early distribution rules, different benefit types (retiree/beneficiary), or circumstances such as turning age 59-1/2 during the year.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},301444,1790093900,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":76},962085564381,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","FAQs – 1099-R Tax Form  \nTax rules applicable to the ERS reporting of pension benefits have not changed much from 2008 to current. The following are some of the most frequently asked questions about the 1099-R form to help you understand the information on this important document.  \nIf you need help in changing your withholding from your pension benefits, the ERS can assist you. However, since the ERS does not provide tax “advice”, we recommend that you contact your tax consultant or the IRS for specific information on your tax-related needs.  \nThe following are common questions regarding the Form 1099-R issued by the ERS.  \nFor more information on the federal tax treatment of pension benefits paid by the ERS you may wish to consult a professional tax advisor. Also, you can find more detailed information on payments from employer plans in: IRS Instructions for Form 1040, IRS Publication 575, Pension and Annuity Income; or IRS Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs) . These publications are available from a local IRS office, on the web at [www.irs.gov](www.irs.gov), or by calling (800) TAX-FORM or (800) 829-3676 .  \n1) What’s a 1099-R form?  \nThe form reports the amount of income (pension benefits or refund of contributions) you received from the ERS during the tax year, which is information you need to complete your federal and State tax returns. 1099-R forms are mailed by the end of January each year. If the end of January falls on a Saturday, Sunday, or legal holiday, forms will be mailed by the next business day.  \n2) What happens if I haven’t received my tax form from the ERS?  \nWe mailed your tax form to the address we had on record. If you moved, be sure to contact us with your new address.  \nPlease wait until mid-February to request a duplicate Form 1099-R to allow the Post Office time to deliver your mail. If you haven’t received the Form 1099-R by then, please call our office at (808) 586-1735 and we will reprint your Form 1099-R and mail it to your address on file. Allow at least one week for mail delivery.  \nNote: If there was a change in mailing address during the year, please submit a written statement to update the current mailing address on file or call our office. An ERS-211,\"Mailing Address Change” form is available in the Retirees>>Pension Forms section of our website. Upon notification of your address change, a reprint of your Form 1099-R will be issued.  \nFAQs 1099-v2022 1  \nUpdated 11/30/2022  \n3) Why did I receive more than one copy of Form 1099-R?  \nYou may receive a separate Form 1099-R for  \n(a) the portion of payment based on the IRS Distribution Codes in Box 7 of Form 1099-R (see below for an explanation of the Distribution Codes) or  \n(i) monthly pension benefit plus amount of Option Refund payment that was not rolled over to another retirement account  \n(ii) portion of Option Refund payment rolled over to another retirement account  \n(iii) portion of Option Refund payment subject to Early Distribution rules  \n(b) each type of pension benefit payment (such as retiree and beneficiary) subject to income taxes.  \n(i) retirement based upon your membership in the ERS  \n(ii) continuing beneficiary payment from a deceased member  \n(c) if you turn age 59-1/2 during the tax year  \n3a) For Retirees and Continuing Beneficiaries  \nThe Form 1099-R with a Distribution Code 2, 3, 4, or 7, in Box 7 represents your monthly pension benefits paid during the year. If you retired under Option 4 or 5 of the Contributory Plan or Hybrid Plan, the amount not rolled over to another qualified retirement plan may also be included in these totals (such as the nontaxable portion of your Option 4 or 5 refund) .  \nThe Form 1099-R, with a Distribution Code G in Box 7, represents amounts that you elected to roll over to another qualified retirement account, such as an Individual Retirement Account (IRA) . The ERS transferred these funds directly to the financial institution as directed by you.  ","cbCaiit42Avjz5CD","https://ap.wps.com/l/cbCaiit42Avjz5CD","pdf",538300,9,"English","# What is a 1099-R form?\n# When and how is the 1099-R mailed?\n# What if I haven’t received my 1099-R?\n# Why did I receive more than one copy of Form 1099-R?\n## Distribution codes and their meanings (Box 7)","[{\"question\":\"What is a 1099-R form and what does it report?\",\"answer\":\"The 1099-R form reports the income you received from the ERS during the tax year, including pension benefits or refunds of contributions. The information is used to complete your federal and State tax returns.\"},{\"question\":\"When will I receive Form 1099-R, and what if I move?\",\"answer\":\"1099-R forms are mailed by the end of January each year. If you moved, contact ERS with your new address; written updates or an ERS-211 “Mailing Address Change” form may be required.\"},{\"question\":\"Why might I receive more than one copy of Form 1099-R?\",\"answer\":\"You may receive separate copies based on distribution-code portions of payments, monthly versus option refund amounts, rollover versus non-rollover amounts, early distribution rules, different benefit types (retiree/beneficiary), or circumstances such as turning age 59-1/2 during the year.\"}]","FAQs - 1099-R Tax Form | PDF",1789782516]