1099-R tax forms for 2023 were mailed January 31, 2024. If you have not received your forms by February 13, 2024, 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 2023

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.