Tax forms available online beginning Jan. 23

Access your 1099-R information before we mail the forms

Ohio Public Employees Retirement System members who are registered for online access may retrieve their 2016 tax forms online beginning Jan. 23.

OPERS will mail the Form 1099-R, which is used to report retirement benefit distributions to the Internal Revenue Service, to all recipients by Jan. 31. Retirees should expect to receive the forms in the mail no later than Feb. 15.

To retrieve your form online, log into your online account beginning Jan. 23 and click on “Documents.” We ask that you do not call our Member Services Center at this time about the forms, because they will not be available until later this month.

Please note that some retirees could receive more than one Form 1099-R. The reasons include receiving more than one benefit or if you received a Partial Lump Sum Option Payment in 2016.

OPERS will not be sending a paper copy of the 2016 Benefit Recipient Tax Guide with your Form 1099-R. That publication will be available to view and print on our website. Or, you can contact us to receive a paper copy by mail after Jan. 31.

Michael Pramik

Michael Pramik is communication strategist for the Ohio Public Employees Retirement System and editor of the PERSpective blog. As an experienced business journalist, he clarifies complex pension policies and helps members make smart choices to secure their retirement.

Michael Pramik

Communication Strategist

14 thoughts on “Tax forms available online beginning Jan. 23

  • January 14, 2017 at 4:24 pm
    Permalink

    I am a new retiree. How do you register for on-line access?

    Reply
    • January 17, 2017 at 9:42 am
      Permalink

      Carolyn,

      To sign up for an online account, go to the OPERS website, http://www.opers.org. The ‘Member Login’ link is on the top right hand corner of the front page. You will need your social security number, birth date and home zip code.

      Julie, Ohio PERS

      Reply
  • January 19, 2017 at 2:44 pm
    Permalink

    Yes, Carolyn, you are correct.

    Reply
  • January 19, 2017 at 7:56 pm
    Permalink

    I need proof of last year 2016 medical insurance for the federal government.

    Reply
    • January 24, 2017 at 7:51 am
      Permalink

      Give us a call (1-800-222-7377)and request the Proof of Credible Coverage document.

      thanks,
      OPERS

      Reply
  • January 25, 2017 at 11:26 am
    Permalink

    My 1099 form is still not in my documents is it just delayed? When should I expect it to be available online?

    Reply
    • January 25, 2017 at 4:00 pm
      Permalink

      1099-R forms that were issued by OPERS for benefit recipients or members who refunded their OPERS account are in the process of being mailed and are available through your online account.

      However, if you refunded your account and were a participant in the Member-Directed or Combined Plan, you would receive a 1099-R from our third party administrator, Voya Financial, since those checks are issued and mailed by Voya. The 1099-Rs from Voya Financial will be mailed by Jan. 31, 2017. Members who refunded their Member-Directed or Combined Plan account can view their 1099 in their online account by Jan. 31, 2017. Once in your online account, click on the link to view your defined contribution portion or member-directed account. Then you can click on “Tax Forms” under “Statement and Documents”.

      Members who refunded from the Combined Plan and had more than five years of participation in the plan would receive a 1099-R from OPERS and a 1099-R from Voya Financial.

      Thank you for reaching out,
      OPERS

      Reply
      • February 9, 2017 at 12:47 pm
        Permalink

        Hello, I refunded my OPERS Member-Directed account last year but I still have not received my 1099-R from Voya nor is it available in my Voya online account (i.e. on “Tax Forms” under “Statement and Documents”).

        Should I contact Voya or OPERS about this?

        Thanks,
        Sam

        Reply
        • February 10, 2017 at 4:02 pm
          Permalink

          Great question. Please give OPERS a call (1-800-222-7377).

          Thanks,
          OPERS

          Reply
    • June 22, 2017 at 11:15 am
      Permalink

      William – You can access the 2016 Form 1099-R in your OPERS online account. To retrieve your form, log into your account at http://www.opers.org and click on “Documents.”

      Reply
  • July 25, 2017 at 6:01 am
    Permalink

    how do I contact voya to receive a fee disclosure statment

    Reply
    • July 26, 2017 at 1:07 pm
      Permalink

      Judy,

      You can contact the Voya Help Line at 1-866-673-7748.

      Julie, OPERS

      Reply

Leave a Reply

dialog-information.png
We encourage your comments on the Ohio Public Employees Retirement System’s PERSpective blog. We can’t respond to every comment. Please be aware that we review all comments before they’re posted, and we reserve the right to edit, not publish or remove any comment that in our sole discretion does not further the purpose of the blog. For further details, please see our Comments Policy.
 

Your email address will not be published. Required fields are marked *