PSPRS-managed plan retirees and survivors can expect to receive their 2023 tax forms in early February 2024. The 1099-R forms are mailed to home addresses on file no later than January 31. Each year, PSPRS sends roughly 28,000 forms – and receives more than 400 “return to sender” 1099-Rs that landed at former addresses of retirees. Retirees are encouraged to log on to their Members Only accounts to check their mailing information to ensure tax information arrives promptly. Changing addresses on file requires completing and submitting an address and name change form. Downloadable electronic copies of 1099-R forms will also be made available in the Members Only portal no later than January 31. PSPRS also distributes 1099-R forms to all individuals who receive lump sum payments during the calendar year, including primary beneficiaries, death benefit recipients and former plan members who have refunded their account balances.
https://www.pffaz.org/wp-content/uploads/2022/01/logo-80x80-1.png 80 80 Don Jongewaard /wp-content/uploads/2021/01/pffaz-logo.png Don Jongewaard2023-12-20 07:39:332023-12-20 07:39:33PSPRS RETIREE, SURVIVOR TAX FORMS TO ARRIVE IN FEBRUARY