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Whether you receive more than one form depends on the number, type, and timing of those payments.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"What does the control number on the 1099-R mean?",{"text":67,"@type":63},"The unique control number is a seven-digit value that identifies a specific 1099-R form. The first digit indicates how many 1099-R forms you will receive from SERS for 2025.",{"name":69,"@type":60,"acceptedAnswer":70},"Can SERS provide tax advice on my 1099-R?",{"text":71,"@type":63},"No. The guide states that you can seek advice from a professional tax adviser or from the IRS. It also notes the information is general guidance and does not cover all relevant tax law.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},301802,1790341280,{"code":4,"msg":81,"data":82},"success",[83,88,93,98,103,108,112,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},11,"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":110,"slug":111},17,40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":109,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":26,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":135,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":26},1099523882182,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Guide to Your SERS-Issued 1099-R Tax Form  \nBecause SERS made at least one payment to you in 2025 we are required to provide you and the IRS with a 1099-R form. This guide explains the information on the form and helps you understand if you should expect to receive more than one 1099-R before filing your 2025 income tax return.  \nDepending on the number, type, and timing of the payments you received from SERS, you may receive more than one 1099-R form. You could receive more than one 1099-R from SERS if:  \n• You retired last year and chose to withdraw any of your pension contributions and interest in a lump sum  \n• You received a payment from your own SERS pension and also received a survivor or beneficiary payment from a deceased SERS member’s pension or  \n• You turned 59½ last year  \n[1.800.633.5461 | www.SERS. pa.gov](1.800.633.5461 | www.SERS. pa.gov)  \nPennsylvania State Employees’ Retirement System | 30 North 3rd Street, Suite 150 | Harrisburg PA 17101  \nA Map to Your 1099-R  \nThe unique control number is a seven-digit number that identifies a specific 1099-R form. The first digit indicates how many 1099-R forms you will receive from SERS for 2025.  \nBox 9b-Total employee contributions, if you received your first pension payment last year, shows the amount of contributions you paid toward your SERS pension, if any, that are not subject to federal income tax. This box only applies if you received your first pension payment in 2025.  \nBox 9a-Your total dist. will be blank if the payment was rolled into another qualified retirement plan. If, however, a payment you received was part of the total distribution of a pension account made to more than one person, your percentage of the distribution is shown here.  \nBox 1-Gross distribution shows the total amount paid to you before taxes were calculated and deducted. In most cases, this is the amount you report on your 1040 or 1040-A tax form on the line for “IRA distributions,”“Pensionsand annuities,” or “Taxable amount”(whichever applies) . If the amount was paid to you as a lump-sum distribution, see Form 4972, Taxon Lump-Sum Distributions for additional instruction.  \n| Box 7-Dist. code shows the type of payment you received. If you received more than one typeof payment, you will receive more than one 1099-R form from SERS and each will have a different code in this box. The following codes apply to SERS payments:\u003Cbr>1 – Early Distribution, no known exception (under age 59½) indicates lump-sum payments that were not rolled into another qualified retirement plan if you left employment before the year you turned 55. | 2 – Early Distribution, exception applies (underage 59½) indicates lump-sum payments that were not rolled into another qualified retirement plan if you left employment between the year you turned\u003Cbr>55 and the year you turned 59½, and to monthly annuity payments made before you turned 59½.\u003Cbr>3 – Disability, indicates that you did not qualify for a non-disability retirement based on your years of service. |\n| --- | --- |\n\nBox 2a-Taxable amount shows the taxable amount paid to you. A portion of the total amount paid to you may not be taxable, so the amount in Box 1 may be different from the amount in Box 2a. If there is any difference, it will be shown in Box 5.  \nBox 2b-Taxable amount not determined, if marked with a check mark, indicates that SERS does not have enough information to determine how much of the total paid to you is taxable and Box 2a should be blank. If this box is checked, contact the IRS or a professional tax adviser for assistance.  \nBox 2b-Total distribution, if marked with a check mark, indicates that the 2025 payment closed the SERS account. This could occur if:  \n• You left employment, were not entitled to a pension, and withdrew all of your contributions and interest in 2025  \n• You left employment, withdrew all of your contributions in installments, and received your final installment payment in 2025 or  \n• You received a lump-sum payment in","cbCaicLGHLZAYlU2","https://ap.wps.com/l/cbCaicLGHLZAYlU2","pdf",3156190,6,"English","# A Map to Your 1099-R\n## Control number and identifying details\n## Box-by-box explanation (9b, 9a, 1, 7, 2a, 2b, 4, 5)\n## Distribution codes\n# 1099-R Frequently Asked Questions\n## Tax advice and general guidance\n## How federal income tax is calculated","[{\"question\":\"Why will I receive a 1099-R from SERS for 2025?\",\"answer\":\"SERS must provide you and the IRS a 1099-R when SERS makes at least one payment to you in 2025. Whether you receive more than one form depends on the number, type, and timing of those payments.\"},{\"question\":\"What does the control number on the 1099-R mean?\",\"answer\":\"The unique control number is a seven-digit value that identifies a specific 1099-R form. The first digit indicates how many 1099-R forms you will receive from SERS for 2025.\"},{\"question\":\"Can SERS provide tax advice on my 1099-R?\",\"answer\":\"No. The guide states that you can seek advice from a professional tax adviser or from the IRS. It also notes the information is general guidance and does not cover all relevant tax law.\"}]","Guide to Your SERS-Issued 1099-R Tax Form - A Map to Your 1099-R | PDF",1789785532]