1099-R tax forms for 2022 were mailed on January 25, 2023. If you have not received your forms by February 13, 2023, please contact us.
Understanding Your 1099-R Tax Forms
Box 1: Reports your gross annuity paid
Box 2a: Reports your taxable amount paid
Box 4: Reports your federal tax withheld
Box 5: Reports your non-taxable amount paid during 2022
Your non-taxable amount paid during that period is determined by any post-tax contributions you made to CCPF prior to your retirement. Box 1 – Box 2a = Box 5
Please note: If you have moved, please complete and send us a Tax Center Change of Address form as soon as possible to have your 1099-R form reissued.