1099R
1099-R Forms for 2023 Will Be Mailed by January 31, 2024
The 1099-R Form example below is a sample of what will be mailed to you for reporting your FPPA retirement benefit income to the IRS. Please allow two weeks from the mailing date, January 31, 2024, before contacting FPPA to request a reprint.
Understanding Your 1099-R Form
When your form arrives you will need to use it to complete your income tax return. You may use the example and explanations below to complete your return. Additional information about each box may be found on the back of the form when it arrives in the mail.
| Box 1: Gross distribution | The total amount paid to you by FPPA for the calendar year. |
|---|---|
| Box 2a: Taxable amount | The portion of your total benefit received during the calendar year that should be considered taxable income. |
| Box 5: Employee contributions/designated Roth contributions | Difference between Box 1 and Box 2a – the portion of monies excluded from taxable amount – only applies to after-tax funds. |
| Box 14: State tax withheld | The total amount of Colorado income tax withheld during the calendar year - if applicable. |
| Box 15: State/Payer’s state no. | Box 15: State/Payer’s state no. |
Tax Questions? Contact your Tax Advisor.
IRS Questions? Call 800-829-1040 or view the 1099-R webpage at IRS.gov.
Need a Replacement Copy? Contact an FPPA Retiree Payroll Representative.
FPPA Retiree Payroll Representative
Phone: 303-770-3772 in the Denver Metro area or 800-332-3772 toll free nationwide
Phone Ext. 6200
Email: retireepayroll@fppaco.org