Since you are receiving a monthly benefit from the MTRS, look for your:
- Year-end statement, which the State Treasury sends at the end of December. This statement provides a summary of your benefit payments during 2025 and is simply for your reference (should not be used for taxes). Questions? Please see how to read your check or direct deposit statement.
- 1099-R tax form for 2025, which will arrive at the end of January. For your convenience, the pension payment schedule for 2026 is also included in the mailing. If you do not receive your 1099-R by February 23, 2026, please call our main office at 617-679-6877 to request a duplicate. Questions? See how to read your 1099-R form on our website for detailed instructions and a short video overview.
- There is NO Benefit Verification requirement in 2026.