Department of Employee Trust Funds
January 22, 2019
ETF Mailing 1099-R Tax Statements
ETF has mailed the 2018 1099-R tax statements to Wisconsin Retirement System members who had a benefit distribution from the WRS in 2018. The 1099-R tax statement includes the total taxable portion of the benefit in 2018 and amounts withheld, if any, for state and federal taxes.
Annuitants who turned 59.5 in 2018: You will receive two 2018 1099-R statements in separate mailings. The first will reflect all payments received in 2018 while under age 59.5; the second, all payments issued in 2018 after reaching age 59.5.
If you have questions regarding your 1099-R statement issued by ETF, please reference our FAQ.
If you do not receive your statement by February 12, please contact ETF toll-free at 1-877-533-5020 or send an e-mail to request a reprint. Please note that February 12 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.