January 15, 2020
Retirees: How to Read Your 1099-R Form
1099-R forms for 2020 are being mailed to ERSRI retirees in January 2021. The form provides the details concerning the benefit distributions you received during the 2020 tax year and should be used in filing your 2020 federal income taxes.
For help reading your 1099-R, please click here.
Some retirees may receive multiple 1099-R forms. For more information, click here.
If you have not received your 1099-R by February 15, 2021, please call ERSRI at 401- 462-7600 to Monday – Friday from 8:30 a.m. – 4:00 p.m. to request a copy.
You can find information about how to access your 1099-R via the ERSRI member portal, here.
For more information on your 1099-R, visit the Internal Revenue Service online at www.irs.gov, or call 800-829-1040.
