1099-R FAQs

Internal Revenue Service (IRS) form 1099-R is used to report the distribution of your retirement income to the IRS for tax purposes. This form will be needed to file your income taxes.

1099-R forms for all retirees and beneficiaries are scheduled to arrive via the U.S. Postal Service no later than January 31.

No. Your 1099-R form is mailed to the address you listed in ERFCDirect. The form is also available in your ERFCDirect account. To access it, click "1099-R" under “Benefit Information” on the left menu. 

If you need another copy of your 1099-R, log in to your ERFCDirect account and print one. You can also call our office at 703-426-3900 and ask for a reprint.

No. This information can be found on your year-to-date benefit information available through your ERFCDirect account.

The answer to this question depends on many factors. If you need tax guidance, we recommend you contact a professional tax advisor regarding this issue.

Generally, this amount represents the post-tax contributions you made to ERFC during employment at FCPS.

This code identifies the type of distribution you received. The codes are listed on the back of your 1099-R.

You may get more than one 1099-R form if you received a retirement benefit and a refund of contributions within the same tax year. You may also receive multiple 1099-Rs if you moved out of state or changed your tax withholding election during the previous year.