1099-R tax form available online January 24
Looking for your 1099-R form for tax purposes? Beginning January 24, you can access it by signing in to your retirement account and then selecting the 1099-R link from the main menu. From there you can view it or print a copy. Hard copies of the form will be mailed by the end of January.
For Plan 3 and DCP members, starting Feb. 1, any additional 1099-R forms for your investment accounts will be available under “Statements and Documents” when you select your plan from your online account.
Editor’s note: Updated Jan. 11, 2024, to change 1099-R availability date from Jan. 22 to Jan. 24.
How to view your 1099-R
- From the DRS homepage, select the Member Login button in the top right.
- Log in to your online account.
- In the menu bar, select 1099R under your plan name.
- From here, you can view and print your 1099-R. You can also see forms from previous years.
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Once you’ve reached the required age and years of service for your plan, you can apply for your pension retirement through DRS.
