The 1099-R Information screen allows you to view information about your 1099-R tax forms. 1099-R forms are the end of year tax forms you receive from your pension fund to file with your income taxes. 1099-Rs can also be viewed, printed, and saved from this screen
To access the 1099-R Information screen, click on the 1099-R option in the menu. The 1099-R Information screen opens.
If you have only one benefit, the screen automatically displays the 1099-R information for that benefit. If you have more than one benefit, the screen displays the 1099-R information for the first benefit you received.
If you have more than one benefit and would like to see information on a benefit that is not currently displayed, click on the benefit displayed next to "Viewing" at the top of the screen. This opens a list of your benefits. Select the benefit you wish to view. The 1099-R information for the selected benefit is then displayed on the screen.
All years are displayed as cards and appear in descending order by year. Each card displays the following information:
To view a 1099-R, click anywhere on the card. A Download option appears. Select that and you are prompted to either save the file or open it. If you open it, a .pdf file will open in a separate window. You can view its contents and even print it.