The 1099-R is a tax form used for reporting retirement plan distributions. If you received a distribution of $10 or more from the CIRS 401(k) Savings Plan or the CIRS Pension Plan, a Form 1099-R will be generated and sent to you by the end of January.
Your 1099-R for the CIRS 401(k) Savings Plan will come from State Street Retiree Services. If you have not received this tax form by mid-February, you can download an electronic copy by signing in to your account at cirs.voya.com. You can also request that a duplicate copy be mailed to you by calling the CIRS Service Center at 1-866-719-2477.
Your 1099-R for the CIRS Pension Plan will come from Transamerica Retirement Solutions. If you have not received this tax form by mid-February, you must request that a duplicate copy be mailed to you by calling Transamerica at 1-888-976-8196.
For guidance on how to report the information from the 1099R Forms on your tax return, please consult your tax advisor.