Department of Employee Trust Funds
January 19, 2016
ETF Mailing Tax Statements
The Department of Employee Trust Funds has started mailing the 2015 1099-R annuitant tax statements to Wisconsin Retirement System members and will complete the mailing by January 31. The 1099-R annuitant tax statement includes the total taxable portion of the annuity in 2015 and amounts withheld, if any, for state and federal taxes.
Note to annuitants who turned 59.5 in 2015: You will receive two 2015 1099Rs in separate mailings. The first will reflect all payments received in 2015 while under age 59.5; the second, all payments issued in 2015 after reaching age 59.5.
If you do not receive your statement by February 15, please contact ETF toll-free at 1-877-533-5020 or send an e-mail through the “Contact ETF” section of our website to request a reprint. Please note that February 15 is the earliest date ETF can process your reprint request. We thank you for your patience during the busy tax season. When contacting ETF, be sure to verify your current mailing address.