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Read more Message from the Chair

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 …

Read more Benefit recipients: Watch your mailbox for your 1099-R and Benefit Verification forms to arrive soon

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 …
Read more Benefit recipients: Your federal tax withholding may change with your January payment

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 …
Read more Retirees: Watch for mail from us in December and January