Retiree
Retirees: Important 1099-R Information for Your 2025 Tax Filing
January 14, 2026
2025 Tax Documents
If you received pension payments, a lump-sum refund, or a death benefit as a beneficiary during the 2025 calendar year, these payments have been reported to the Internal Revenue Service.
SHBP Educational Series
Medicare Advantage University
The State Health Benefit Plan (SHBP) is hosting Medicare Advantage University virtual webinars. Whether you’re a newcomer or a current Medicare Advantage (MA) plan enrollee, this is your chance to learn about MA.
Plus, you’ll learn all about plan features, such as:
Protect Yourself from Fraud
Retirees and Retirement Eligible
ERSGA and Peach State Reserves (PSR) take the protection of your
personal data very seriously. We employ numerous security
protocols to keep your personal information safe.
However, if you have been the victim of identity theft, or if you
believe your ERSGA or PSR account has been compromised, please
immediately contact:
ERSGA: 404.350.6300
GaBreeze for PSR: 1.877.342.7339
Supplemental Guaranteed Lifetime Income (SGLI)
ERS Retirees can Convert Peach State Reserves funds to Guaranteed Monthly Income
Supplemental Guaranteed Lifetime Income (SGLI)
ERS retirees can now use funds in Peach State Reserves to purchase a supplemental annuity from ERS. The SGLI is a program that can be used to provide additional financial security during retirement through lifetime monthly benefit payments.
For more information, please visit the SGLI main page.
1099-R Frequently Asked Questions
1. When will my 1099-R be mailed for the year 2024?
All 1099-Rs were mailed by January 24, 2025.
Post-Retirement Benefit Adjustment History
- ERS COLA Calculation for FY2024
- ERS COLA Calculation for FY2023
- ERS COLA Calculation for FY2025
- ERS COLA Calculation for FY2026
- ERS COLA Calculation for FY2027
- LRS COLA Calculation for FY2025
- LRS COLA Calculation for FY2026
- LRS COLA Calculation for FY2027
- PSERS COLA Calculation for FY2025
- PSERS COLA Calculation for FY2026
- PSERS COLA Calculation for FY2027
- JRS COLA Calculation for FY2025
- JRS COLA Calculation for FY2026
- JRS COLA Calculation for FY2027
- Read more
