Monthly Retirement Account Statement

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The monthly retirement account statements are for your records.

If you receive distributions from your retirement, reported on a Form 1099-R, you report that on your taxes. Form 1099-R is used to report the distribution of retirement benefits such as pensions, annuities or other retirement plans. Variations of Form 1099-R include Form CSA 1099R, Form CSF 1099R and Form RRB-1099-R. Most public and private pension plans that are not part of the Civil Service system use the standard Form 1099-R. You should receive a copy of Form 1099-R, or some variation, if you received a distribution of $10 or more from your retirement plan.

For some tips, see below:

 Tax Tips for Retirement

Tax Tips After You Retire