Tax season will be here before we know it, and so will your 1099-R forms!

MOSERS will mail 1099-R forms to all retirees and beneficiaries by January 31, 2025.

There is no need to call; just know they will be mailed by the end of January. Replacement or electronic copies will be available online once we have mailed the paper copy.

This form lists your 2024 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 2024 calendar year:

• Total gross distribution (the gross amount you received from MOSERS in 2024)
• Total taxable amount
• Taxes withheld

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

See the flyer, Understanding Your 1099-R Form, to learn more about this form.

Get it Online

If you prefer an electronic copy of your 1099-R or need a replacement copy, simply log in to myMOSERS. You can find your past 1099-R forms listed under Personal Information and available for you to view or print. New 1099-R forms will be available online after we mail them in late January. Watch our website for updates!

Federal Tax Forms 

Do you need to update your federal tax withholding amount? You can change your withholding election anytime during the year by completing the Tax Withholding Authorization and IRS W-4P forms.

Visit our Taxes page for additional information.

MOSERS staff does not provide tax advice and cannot advise you on how to fill out tax forms or your tax liability as it pertains to your MOSERS pension. We suggest you contact the IRS and/or a qualified tax advisor to determine your tax liability and withholding amounts.