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 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.
17 thoughts on “Tax forms available online beginning Jan. 23”
I am a new retiree. How do you register for on-line access?
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
Yes, Carolyn, you are correct.
I need proof of last year 2016 medical insurance for the federal government.
Give us a call (1-800-222-7377)and request the Proof of Credible Coverage document.
My 1099 form is still not in my documents is it just delayed? When should I expect it to be available online?
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,
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?
Great question. Please give OPERS a call (1-800-222-7377).
How can I get a copy of my 2016 1099 R statement?
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.”
how do I contact voya to receive a fee disclosure statment
You can contact the Voya Help Line at 1-866-673-7748.
Were 2017 OPERS health care premiums deducted from the monthly benefits on a pre-tax, or post-tax basis?
Health care premiums are deducted post-tax. Pre-tax plans are not permitted for retiree health care coverage.
Thank you opers