The 1099R tax forms are now available in your Member Portal and are in the process of being mailed.
To access your 1099 in the Member Portal, please follow the steps below:
1. Log in to your existing account or register at www.artrs.gov/registration
2. After logging in, click on the Member Portal icon
3. Click the Tax Forms icon
4. Click the View 1099 icon
Below are some frequently asked questions regarding your 1099R tax forms. If you have additional questions, please feel free to contact us.
Who receives a Form 1099?
Any payee who receives taxable income from our system will receive a 1099. This includes all monthly benefit recipients, members who have received a refund of contributions, or a Cash and Savings Help Program lump sum payment. Members who have received a distribution from their T-DROP accounts including distributions from their Cash Balance Account (CBA) will also receive a 1099.
When are 1099s mailed?
The 1099s are mailed near the end of January.
What is the amount in Box 5?
If you have an amount in Box 5, this is the non-taxable portion of your retirement income. Prior to 1997, member contributions were taken out of an active member’s check after tax. Therefore, the taxes have already been paid on a certain amount of your contribution. Upon retirement, ATRS used the IRS Simplified Method to determine the amount that should be excluded annually for tax purposes. This is the difference between Box 1 (Gross Amount) and Box 2 (Taxable Amount). This is does not include insurance premiums.
Why have I not received my 1099?
If you have not received your 1099, it is most likely a result of an incorrect address. If you need to update your address, you may now update your address in your Member Portal or you may contact our office and request a Change of Address Form. Once we receive the Change of Address Form and your address is updated, we can re-send your 1099.
Can I receive a duplicate 1099?
Yes. You may contact our office after FEBRUARY 14, 2025 to request a duplicate 1099.
If you are receiving a monthly retirement benefit, you may print a copy of your 1099R from your Member Portal. To view the 1099 in your Member Portal, you will first need to register at www.artrs.gov/registration.
Where do I find the amount paid for health insurance?
If ATRS deducts your health insurance premiums from your monthly benefit, the year to date amount paid for health insurance will be listed on your December Direct Deposit Detail you received in the mail near the end of December. This information is not provided on the 1099.