1099-Rs Coming Soon

Dec 14, 2020, 09:39 AM
1099R3

If you received pension benefit payments from MOSERS in 2020, we will mail your 1099-R tax form to you by the end of January. This form lists your 2020 retirement benefit income from MOSERS. You will need this form to file your income tax return. If you receive more than one benefit from MOSERS, you may receive more than one 1099-R from us. Your 1099-R provides the following information for the 2020 calendar year:

1 Gross Distribution - Amount paid to you by MOSERS

2a Taxable Amount - Portion of your total benefit that should be considered taxable income

4 Federal Income Tax Withheld - Amount of federal income tax withheld

5 Service Purchase with After-Tax Funds - Portion of service purchase excluded from taxable amount during the year – only applies to after-tax funds. (Difference in Box 1 and Box 2a)

7 Distribution Code(s) - Identifies the type of benefit being paid. See chart on page 2 of your 1099-R

9b Remaining Service Purchase Paid - Remaining balance of what was paid in for any purchase of service to be applied in future years – decreases yearly by the amount in box 5

14 State Income Tax Withheld - Amount of MO income tax withheld

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