Get Your 1099-R today with Member Access
1099-R tax statements are available now for IMRF Retirees inside Member Access. Click here to log in to your Member Access account to view your 1099-R. Having trouble finding or downloading your 1099-R in Member Access? Click here for instructions.
If you don’t have a Member Access account yet, open one today to download your 1099-R. Click here to self-register for a new Member Access Account.
Paper 1099-R Form should arrive in the mail soon
IMRF has begun to mail batches of IRS Form 1099-R tax statements to retirees and will continue these mailings through the end of January. You will need Form 1099-R when filling out your 2024 tax returns.
What information is on the 1099-R?
The information on Form 1099-R should be used to file your 2024 federal and state income tax returns. Your 1099-R will show the gross amount of benefits you received from IMRF in 2024. 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.
Click here to learn more details about what’s in your 1099-R, including a minor change to the form this year
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.)