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By January 29, all 1099-R tax statements and Benefit Verification forms will be mailed to our more than 68,000 benefit recipients.
Accordingly, if you received a benefit payment from the MTRS in calendar year 2018, then you should receive your 1099-R tax statement and your Benefit Verification form soon. If you do not receive your tax …
The Internal Revenue Service updated the federal tax withholding tables for 2019. If you have federal taxes withheld from your monthly benefit:
based on the IRS tax tables (i.e., your marital status and number of exemptions claimed), beginning with your January payment, you may see a change in your net benefit amount because your tax …
If you are receiving a monthly benefit from the MTRS, look for your:
Year-end statement, which we send at the end of December. This statement provides a summary of your benefit payments during 2018 and is simply for your reference. Questions? Please see how to read …