For those who do not opt-out, your IRS Form 1099-R will be mailed by January 31, 2019

In preparation for the upcoming tax season, FPPA has rolled out a new feature for retirees and survivors: these members are now able to opt-out of receiving a printed copy of their Form 1099-R via US mail. This is especially beneficial to members who e-file their taxes, or otherwise do not require printed copies to do their taxes.

In lieu of a printed copy, members who opt-out are able to download a 1099-R tax statement from the Member Account Portal. Please note that while this statement does contain all the information present on a Form 1099-R, it does not qualify as an official tax document. If you require an official IRS Form 1099-R, please do not elect this option.

This feature has been developed at the request of FPPA members who prefer to e-file their annual taxes and did not want to receive an extra copy of their Form 1099-R in the mail each year. FPPA automatically sends 1099-R and other necessary tax information to the IRS, so for those that prefer electronic filing, there is no specific need for a printed copy.

To access this new feature, or to print copies of current or previous tax documents, click on the “Tax Statements” tab of the FPPA Member Account Portal. If you have questions about this or any other MAP feature, please contact FPPA.