1099-Rs Now Available in Member Access

January 18, 2023

Get Your 1099-R Early with Member Access

If you are a retiree with a Member Access account, you can view your 1099-R right now. An alert at the top of your Member Access home page after you log in will take you right to your new 1099-R. Log in to your existing Member Access account or create a new account.

Paper 1099-R Form to be Mailed in the Second Half of January

IMRF will mail retirees’ IRS Form 1099-R tax statements in the second half of January. If you haven’t received your 1099-R by February 15, 2023, please contact a Member Services Representative at 1-800-ASK-IMRF (275-4673). You will need Form 1099-R when filling out your 2022 tax returns.

What information is on the 1099-R?

The information on Form 1099-R should be used to file your 2022 federal and state income tax returns. Your 1099-R will show the gross amount of benefits you received from IMRF in 2022. This form will also show the federal income tax which was withheld from your benefit payments and, for most people, the taxable portion of your benefit.

Live outside of Illinois?

IMRF pensions are not subject to Illinois state income tax. However, tax laws vary by state. If you live outside of Illinois, contact your state’s Department of Revenue for information. (Please note that if your state does tax your IMRF pension payment, IMRF cannot withhold any state income tax for you.)