1099-R tax forms for 2017 were mailed on January 24, 2018. If you have not received your 1099-R by February 14, 2018, please contact us at 312.603.1200.
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 2017
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.
Update: If you requested or are expecting a reprint of your 1099-R and do not receive it by February 27, please contact us.