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If you have not received your 1099-R for 2025, please contact the pension office so we can mail you a new form. You will need this form for filing your income tax return for 2025. Do not wait until the last minute! Replacement forms will be issued free-of-charge through April 15, 2026. Any request for a replacement after that date will be filled only upon receipt of a $15.00 processing fee. You can also view or print your 1099-R free of charge on our website at www.cmers.com by following the instructions on our homepage. If you receive a Duty Disability benefit from the ERS, you will not receive a 1099-R, because this benefit is not taxable or reportable to the IRS.
If you are a recent retiree and you received a GPS lump-sum bonus during 2025 and elected to roll over all or part of your GPS lump sum bonus, you should have received a separate 1099-R for your GPS lump sum bonus rollover. If you elected to receive all or part of the GPS lump sum bonus in cash, the payment you received in cash was included with the 1099-R containing your monthly annuity payments.
If you receive multiple benefits from the ERS (e.g., your own benefit as well as a survivorship benefit from the account of your deceased spouse), you should have received a separate 1099-R for each benefit you received in 2025.
The ERS staff is not allowed to give tax advice or answer specific tax questions. We cannot recommend how much you should have withheld or tell you if you need to file a tax return. Please consult the applicable IRS instructions or a tax professional.
If you would like to change your tax withholding for federal or WI taxes, you may download the tax withholding form from our website at: www.cmers.com under “Forms” “Other” “Tax withholding”. If you do not have internet access, you may contact the ERS office and we will mail you the required form.
Retired members can view their current 1099-R data as well as past 1099-R data on our Member Self Service Site. Instructions for creating a secure login can be found on our website under “ERS Member Self Service.”