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, 2026.

There is no need to call—just know we will mail them by the end of January. Once we send the paper copy, replacement or electronic copies will be available online.

This form lists your 2025 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 2025 calendar year:

• Total gross distribution (the gross amount you received from MOSERS in 2025)
• 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.

If you prefer an electronic copy of your 1099-R or need a replacement copy, log in to myMOSERS. New 1099-R forms will be available online to view or print after they are mailed in late January. Your 1099-R form can be found under Tax Documents on the Member Dashboard.

Do you need to update your federal tax withholding amount? You can now change your withholding election online anytime during the year. Log in to myMOSERS and select Update Tax Withholding under the I want to… menu, then complete the online IRS W-4P Form.

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.