By January 29, all 1099-R tax forms have been mailed to all individuals who received a benefit payment from the MTRS in 2023. Along with your tax form, you will receive an insert that includes information on how to read your 1099-R as well as the pension payment schedule for 2024.

Also, check out our video Understanding your 1099-R tax form.

If you do not receive your 1099-R by February 15:

  • you may access your 1099-R in MyTRS, our online member account system. Go to MyTRS member sign in for more details, or
  • call our main office at 617-679-6877 to request a duplicate.

As a reminder, you will NOT receive a blue-and-yellow Benefit Verification form this year, as we are not conducting this process in 2024.

Best wishes to you and your families in the coming year!