Posted on Wednesday, 18th January 2017 by Dennis Damp

Normally, federal annuitants don’t received their 1099R Tax Forms until the end of January or the beginning of February by regular mail. If you are registered to use OPM’s Retirement Services Website your 1099 R is now available for download. I visited the site on January 18, 2016 and was able to download my copy that I will use for my 2016 tax return. I’ve been visiting the site each day to see when it would first be available.

To get a head start on your taxes visit OPM’s web site and download a copy. You must be registered to use the site. If you aren’t registered read the article titled “Connect to OPM’s Online Services” to understand the registration process and sign up. It doesn’t take long however you may have to wait for your password to be sent via regular US mail and that can take several weeks. If you haven’t signed up yet do it now. The site offers retired federal employees many helpful options such as changing your direct deposit information, address changes, 1099 R copies, and much more.

Helpful Retirement Planning Tools

Request a  Federal Retirement Report™  today if you would like to review your projected annuity payments, income verses expenses, FEGLI, and TSP projections.

Distribute these FREE tools to others that are planning their retirement

• Retirement Planning Guide
  • Federal Retiree Job Opportunities
• Master Retiree Contact List (Important contact numbers and information)
• 2017 Leave and Schedule Chart (Excel chart tracks all leave balances. Use this chart to set target retirement dates.)
• 2017 Annuity Calculator (FREE Excel chart estimates annuity growth)

Last 5 posts by Dennis Damp

• No Time Like the Present - Updates & Blue Book Availability - February 3rd, 2023
• Annuity Statements and 1099 R Tax Form Availability - January 20th, 2023
• The December CPI and Fixed Income Updates - January 14th, 2023
• The Current State of Affairs and Reflections 2022 - January 6th, 2023
• RMDs, Annuity Statements and 1099Rs Are on Their Way - December 16th, 2022
• FEHB Medicare Advantage Plans - What You Need to Know - December 2nd, 2022
• The FEHB Open Season Conundrum, Selecting the Best Plan - November 25th, 2022
• Blue Cross Blue Shield Basic to GEHA Standard Plan Comparison – 2023 - November 17th, 2022
• 2023 FEHB Plan Selection Guide - November 11th, 2022
• Updated Federal Retiree’s Master Contact List - November 4th, 2022
• I-Savings Bond's New Rate 6.89% & Treasury Bill Yields Update - November 1st, 2022
• 2023 Leave Chart & Schedule Tracker Now Available - October 21st, 2022

Posted in ANNUITIES / ELIGIBILITY, BENEFITS / INSURANCE, FINANCE / TIP, RETIREMENT CONCERNS, SURVIVOR INFORMATION | Comments (0)