IRS 1099R Forms were mailed on January 20, 2009 to all members who received payments from this system during the 2008 calendar year.
Requests for replacement or duplicate forms (PDF 30KB) must be made in writing and will be accepted beginning on February 6, 2009. If an address change (PDF 14KB) is required, please be sure to include the change with your request. A member's signature is required for all address changes.
The Taxability of Your Retirement Benefits Bulletin (PDF 21KB) has been published by TRB to answer your general questions. If you need assistance in determining your tax liability, you should contact the Internal Revenue Service or the State of Connecticut Department of Revenue Services.
Your withholding amount(s) may be changed at any time by completing the Federal and CT Withholding Change Form (PDF 26KB) and submitting it to this office no later than the first day of the month for the change to take place the end of that same month. (Checks for the month are issued at the end of that month.)