It is almost that time of year again!

MOSERS will mail 1099-R forms to all retirees and beneficiaries by January 31, 2023. This form lists your 2022 pension benefit income from MOSERS. You will need this form to file your income tax return. The 1099-R form provides the following information for the 2022 calendar year:

• Total gross distribution (the gross amount you received from MOSERS in 2022)
• Total taxable amount
• Taxes withheld

In addition to the required information above, MOSERS will list any medical, vision, and dental insurance premium deductions withheld from your pension benefit. Contact your insurance provider with any questions on these deductions. 

1

Gross Distribution - Amount paid to you by MOSERS Taxable Amount - Portion of your total benefit that should be considered taxable income Federal Income Tax Withheld - Amount of federal income tax withheld 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

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 Missouri income tax withheld