Important tax time reminders
  • Form 1099-R will be mailed to you by January 31, 2013. This form reports taxable income you received during 2012 from a retirement plan administered by MSRS including your Minnesota Deferred Compensation Plan (MNDCP), State of Minnesota pension plan, Unclassified Retirement Plan, and Hennepin County 1% Supplemental Plan. The form also reports any federal or state income taxes withheld.

    To ensure timely delivery of your 1099-R, please be sure to notify MSRS as soon as possible of any address change.

  • Form 1099-R available online in early February: To view or download your 1099-R, log in to your Account Online (in the left navigation bar). If MNDCP, Unclassified Retirement Plan, or Hennepin County: Once you have accessed your account online, you will find your 1099-R under the "My Mailbox" tab, then select "Tax Forms."

  • Duplicate statements available: If you have not received your 1099-R by February 8, you can obtain a duplicate 1099-R on this website or by calling MSRS at 651-296-2761 or 1-800-657-5757.

  • Public Safety Premium Withholding. Premiums withheld from your pension or MNDCP are not reported on a 1099-R. You will receive a separate letter indicating the premium amount withheld during 2012. If you have not received this letter by February 8, please contact MSRS at 651-296-2761 or 1-800-657-5757.

  • Health Care Savings Plan (HCSP). Contributions and reimbursements are not reportable on state or federal income tax returns. Exception: Reimbursements to a non-spousal or non-dependent beneficiary who inherited the account upon the death of a participant are taxed as ordinary income and therefore, a 1099-MISC will be issed to the beneficiary.