Important Information for Your 2023 Tax Filing
January 25, 2024


2023 Tax Documents

If you received pension payments, a lump sum refund, or are a beneficiary who was paid a death benefit during calendar year 2023, the payments are reported to the Internal Revenue Service.

Individual retirees and beneficiaries will receive a Form 1099 for Qualified Plans and W-2 for Non-qualified Plans to submit when filing income taxes. Some retirees may receive more than one of the above listed forms if they received more than one type of payment. (For example, a payment as a beneficiary of another member’s benefit and monthly benefit payments from their own retirement.)

The 1099 and W-2 show the total amount of pension payments for the calendar year, as well as total federal and state income tax withheld. The 1099 and W-2 documents are necessary when filing your income tax returns.

All 1099s and W-2s will be mailed on or before January 31, 2024. In addition, 1099 forms are currently available by logging into your account using the Log In button at the top of any page.

For more information on 1099s, see our 1099 FAQ