Watch your mailbox: The Department of Employee Trust Funds will mail 2021 1099-R forms by January 31. W-2 tax forms for taxable retiree wellness incentives paid in 2021 will also be mailed this month.
Annuitants who turned 59.5 in 2021: You will receive two 2021 1099-R forms in separate mailings. The first will reflect all payments received in 2021 while under age 59.5; the second, all payments issued in 2021 after reaching age 59.5.
If you have questions regarding your 1099-R issued by ETF, please see the Taxes and My Benefits page.
If you do not receive your 1099-R by February 9, contact ETF toll-free at 1-877-533-5020 or send an e-mail to request a reprint. When contacting us, be sure to verify your current mailing address. Note: February 9 is the earliest ETF can process your reprint request.
We thank you for your patience during the busy tax season.