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  • 1099-R Replacement

    Feb 19, 2021, 9:17 AM By MOSERS

    I have not received my W-2 and would like it emailed to the email address above. 

    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.

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  • W-2 Tax Forms

    Feb 5, 2021, 12:03 PM By MOSERS
     I just retired end of August 2020. I have not seen a 2020 W-2. Do you know who I should reach out to in order to get this? thank 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

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  • 1099-Rs are Coming Soon

    Jan 15, 2021, 10:24 AM By MOSERS
    i would like to know when i can possibly print out the 1099r for 2020 , when are they coming out 

    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.

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  • Where to find your 1099-R

    Sep 14, 2020, 4:34 PM By MOSERS
    We're we able to use the 1099r form for 2018 taxes as well for 2019? What. If I never received a 1099R at all
    No, you are not able to use a 1099-R from 2018 for 2019. A new 1099-R is issued each year and mailed before January 31st. If you did not receive yours in the mail then you can access an electronic copy of your 1099-R by simply logging in to myMOSERS to your MOSERS Member Homepage and you will find it listed under Personal Information. You can also call our office to have a duplicate copy mailed to you.
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  • Finding Your 1099-R

    Jul 8, 2020, 10:57 AM By MOSERS
    I am in need to a replacement 1099 for the year 2016. How do I go about getting this document?
    You can find a replacement copy of your 1099-R form by logging into myMOSERS. You will find it under Personal Information and available for you to print.
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  • Replacement 1099-R

    Mar 30, 2020, 4:10 PM By MOSERS
    I am needing a copy of form for my taxes to give to my accountant.  What do I do? It came in the mail but I can not find it at this time.  Is there a place I can get a copy?
    You can find a replacement copy of your 1099-R form by logging into myMOSERS. You will find it under Personal Information and available for you to print.
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  • 1099-R Forms Have Been Mailed

    Feb 7, 2020, 8:26 AM By MOSERS

    When will 2020 Tax Forms come out or I can get it online?

    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.

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  • Tax Information for Retirees

    Jan 28, 2019, 2:26 PM By MOSERS

    If you are receiving a retirement check from the state of Missouri are you required to claim it on your state tax income tax return as income?

    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.
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  • 1099-R Tax Form

    Jan 23, 2019, 8:44 AM By MOSERS

    We received two questions about 1099-Rs recently:

    1. When will 2018 1099-R be on-line?
    2. Why can I not receive/access my 1099R online? It would seem to me that it would save thousands of dollars.

    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.

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  • 1099-Rs for MOSERS Retirees

    Jan 18, 2018, 12:00 AM By MOSERS

    When will 1099s be distributed, or is there a way I can go online to get my last years benefit information? 

    We will mail your 1099-R form by January 31. 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. Your 1099-R form will be available for you to view or print after they have been mailed.

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Disclaimer

We strive to provide the most accurate information possible in our answers to Rumor Central questions. However, occasionally, laws, policies or provisions change and individual circumstances may vary. Please contact a MOSERS benefit counselor or see the handbooks in our website Library for more detailed information. If there is any difference between the information provided in this blog or on the MOSERS website and the law or policies that govern MOSERS, the law and policies will prevail. See our Privacy, Security & Legal Notices for more information.