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 form by Wednesday, February 13, 2019, please call our main office at 617-679-6877 to request a duplicate. For your reference, the pension payment schedule for 2019 is also included in that mailing.
As noted in the instructions included with your forms, please be sure to complete and return your Benefit Verification form, in the pre-addressed envelope that is provided, by Friday, March 29, 2019.
For more information, see About your 1099-R tax form and Benefit Verification process .