You will need your 1099-R form from MOSERS to file your federal income tax return. You may have already received yours in the mail back in early February. If you prefer an electronic copy of your 1099-R or if you find you need a replacement copy of it, simply log in to  myMOSERS  and you will find it listed under Personal Information. It is available to print.

If you lived in Missouri at any point during the tax year, you may owe Missouri state taxes, but you may also qualify for the Missouri State Public Pension Exemption. Contact the Missouri Department of Revenue and state tax agency in Michigan for additional information about and to inquire if you will need to file a state tax return in either or both states. 

A W-2 form comes from an employer, not from MOSERS.

MOSERS provides you with a 1099-R tax form. We mailed your 1099-R form on January 21. You can also access it online by logging into  myMOSERS You will find it under Personal Information and available for you to print. 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. If you are unable to log in to myMOSERS, call us at (800) 827-1063 or (573) 632-6100 and we can mail you a replacement. For security reasons, we cannot email it to you.

Your W-2 form comes from your employer, not from MOSERS. You will need to reach out to your employer for your W-2.

MOSERS does provide you with a 1099-R tax form. We mailed your 1099-R form on January 21. You can also access it online by logging into myMOSERS You will find it under Personal Information and available for you to print. 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

We will mail your 1099-R tax form to you by the end of January. After we have mailed it, it will also be available for you to view and print or save from your Document Express online mailbox after you log in to myMOSERS.

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. For more information please see our latest news item regarding 1099-Rs.

1099-R forms have been mailed! For immediate access to your 1099-R, or if you find you need a replacement copy of it, log in to myMOSERS. You will find your 1099-R under Personal Information and available for you to print.

Yes, you are required to claim your MOSERS benefits on your state taxes if you are a Missouri resident. (If you are not a Missouri resident, contact your state department of revenue or a qualified tax advisor for the answer to this question.) Below is some additional information that MOSERS retirees often need when filing their taxes:

1. MOSERS is a public defined benefit (DB) pension plan and the benefit you receive through MOSERS is considered a “public pension”.
2. MOSERS withholds state taxes only for Missouri residents.
3. As long as you reside in Missouri, your retirement benefits are subject to Missouri state income tax and federal tax. However, you may qualify for the Missouri state tax Public Pension Exemption on your Missouri state tax return.
4. We have mailed 1099-R tax forms to all retirees/benefit recipients.

You can access an electronic copy of your 1099-R after we have mailed it, which will be by the end of January. Simply log in through myMOSERS to your MOSERS Member Homepage and you will find it listed under Personal Information. Watch our website for more information.

We appreciate your comment indicating you would be ok getting it online only and that it would save money. We have taken that approach with our other publications and correspondence - based on individual member preference. The 1099-R is one document that we still make available to all retirees both in hard copy and online. The decision to do so is based on our experience with retiree preference and needs. However, we will certainly take your suggestion into consideration for future planning.