Tax season is here. While your NYSLRS pension is not subject to New York State or local income tax, most NYSLRS pensions are subject to federal income tax. Each year, we provide a 1099-R tax form with the information you need to file your taxes.
We mail printed 1099-Rs by January 31. However, we make 1099-Rs available in Retirement Online sooner than printed copies are mailed—and you can sign in to your account now to access yours.
Get Your 1099-R Online Now
To view, save or print your tax form:
- Sign in to Retirement Online.
- Look under My Account Summary.
- Click Manage My 1099-R Tax Forms button.
- Select 2024 from Year dropdown. (Note: 2024 and 2023 are currently available online.)
- Click Generate button.
If you have one tax form, the document will open in a new browser tab. If you have more than one tax form, the documents will download to your computer.
Please check your browser settings and disable pop-up blockers to ensure your tax form is generated. By default, your browser may block pop-ups, which could prevent a new tab from opening or the file from downloading.
If you don’t have a Retirement Online account, check out our Retirement Online Tools and Tips blog post, where you’ll find a link to step-by-step instructions to help you register.
Understanding Your 1099-R
Your tax form includes:
- The total benefit paid to you in a calendar year.
- The taxable amount of your benefit.
- The amount of taxes withheld from your benefit.
If you have questions about the information on your tax form, check our interactive 1099-R tutorial. It walks you through a sample and offers a short explanation of each box on the form.
Get an Email Notification for Your 1099-R
Next year, you can get access to your tax form sooner by updating your delivery preference to email. When your 1099-R is available, we’ll send an email notifying you to sign in to Retirement Online.
- Sign in to Retirement Online.
- Look under My Profile Information.
- Click update next to ‘1099-R Tax Form Delivery by.’
- Choose Email from dropdown.
Be sure the email address listed in your Retirement Online profile is current.
Note: If you choose email as your delivery preference, you will not receive a printed copy in the mail.
I have NOT YET RECEIVED my 2024 1099-R, which should have been mailed BY January 31. (It has now been over 2 weeks.)
I have no access to the retirement online website, because my account was closed after I withdrew my funds.
The contact number for NYSLRS (1-866-805-0990) is nearly impossible to use, because there is no automated access for non account holders, and the wait to speak to a person is anywhere from 50-100 minutes. Also, emails to the secure messsage center are returned with an auto- aknowledgement, but no other response.
Please advise.
We’d like to help resolve your issue. Your message is important to us, and we have sent you a private message in response.
i log in to get my forms to do taxes, it says you been logged out
tried 5 x
We’d like to help resolve your issue. Your message is important to us, and we have sent you a private email in response.
Dear Mr. Dean:
I had an online account set up for me on February 10.2025.
I am in need of my 1099-R to file my 2024 taxes. I have tried to sign in but continue to get the
message that I have been logged out. What to do?
Thank you
We’d like to help resolve your issue. Your message is important to us, and we have sent you a private message in response.
I have not received a tax form for a distribution from my deceased mothers account in 2024. No Federal taxes were withheld and I need the information to file. I am not allowed to set up an online account in my mothers name. Please contact me to let me know how to get this information
We’d like to help resolve your issue. Your message is important to us, and we have sent you a private email in response.
I have sent multiple emails through the secure contact and waited weeks about unlocking my account so I can access my 1099-R. I still have not received a response.
We’d like to help resolve your issue. Your message is important to us, and we have sent you a private email in response.
Like so many others, I am frustrated with the challenges of contacting your Agency. I appreciate that the website is secure but the challenge of correcting entry errors should be a phone call that tells you to call back (5 days of calls n it is the same thing… busy) Locked out of the system and only way to correct it is a phone call. You have to do better than this. It’s not just retirees that have this issue. It is easier to correct online challenges with Social Security than NYS. FRUSTRATING!!!!
We’d like to help resolve your issue. Your message is important to us, and we have sent you a private email in response.
Have not received my 1099
If you did not change your 1099-R delivery preference to email in Retirement Online, your printed 1099-R form was mailed to the address we have on file for you.
The fastest way to access your 1099-R is with Retirement Online. To view, save or print your tax form:
The document will download to your computer.
Please check your browser settings and disable pop-up blockers to ensure your tax form is generated. By default, your browser may block pop-ups, which could prevent a new tab from opening or the file from downloading.
If you don’t have a Retirement Online account, you can message our customer service representatives using our secure contact form. Filling out the secure form allows them to safely contact you about your personal account information.
I have reached out to try to get my phone number changed
I can’t sign in as it asks for a text or voice call to my old number
please help!!
We’d like to help resolve your issue. Your message is important to us, and we have sent you a private email in response.
No one has contacted me!!!..I haven’t recd my end of year statement for 2024 so I can’t complete my tax return..aren’t you legally responsible to have it to me by Jan 31st…I request it to be mailed as it has been in the past..had to cancel my tax preparer…your online is awful .. I don’t have a printer..and feel more secure NOT online..I also think it’s insane that no one can be reached at NYSR for tax or updating.
We’re sorry for the trouble. We mailed printed 1099-Rs by January 31. If you did not change your 1099-R delivery preference to email in Retirement Online, you will receive a printed 1099-R form mailed to the address we have on file for you.
If you don’t receive your tax form soon, you can message our customer service representatives using our secure contact form. Filling out the secure form allows them to safely contact you about your personal account information.
I thought I had an account but the system does not recognize me the message I get is to call. When I do cal I get the same message as other people about the high call volume and that I should call another day. What guarantee is there that things will better tomorrow or Monday or any day?
We’d like to help resolve your issue. Your message is important to us, and we have sent you an email in response.
I am trying to sign in to get my 1099 form, but I am locked out. I have tried calling, but the automated system said that there was a higher than normal call volume and to call back later.
Thank you for your comment. We have also received your earlier email and forwarded your information to a customer service representative. You should hear from them soon.
Hello,
I logged in to obtain my 1099-R, as I still have not received an email stating it is available, and I have chosen email as my preference. It is the correct email address. When I went to check for my 1099-R form, I received the same message as the woman above, and as she stated, that is a website, not an email address. My deadline to submit tax info to my preparer is in March. I cannot wait around for this information.
1099-R NOT AVAILABLE
There are no 1099-R forms available to view or print. If you think this is an error, please contact NYSLRS at 1-866-805-0990 or email at http://www.emailNYSLRS.com for assistance.
1099-Rs are provided to retirees with taxable pension benefits and members who have withdrawn their accounts or taken a taxable loan.
We recently published this blog post and other posts on our Facebook page regarding the 1099-R. However, it’s important to note that some readers may not receive a 1099-R from NYSLRS (for example, some disability retirement benefits are not taxable).
If you believe you should have received a 1099-R, please message our customer service representatives using our secure contact form (available at http://www.emailNYSLRS.com). Filling out the secure form allows them to safely contact you about your personal account information.
I am getting emails from you saying my tax return is available. I have attempted to log in several times during the day over the past several days and I am unable to log in.
We’d like to help resolve your issue. Your message is important to us, and we have sent you an email in response.
I am locked out of my account. I tried to call, but after entering all my information, the automated service said that there was a higher than normal call volume and to try again later. I just want my account unlocked so I can get my 1099.
We’d like to help resolve your issue. Your message is important to us, and we have sent you an email in response.
Apparently my account has been locked. Calls are just dropped.
We’d like to help resolve your issue. Your message is important to us, and we have sent you an email in response.
un gusto en saludarlos el dia de hoy, cual es la fecha para presentar los impuestos.
For information on when to file taxes, please visit the Internal Revenue Services’ website.
Hello i have made several attempts to log in online and it keeps saying that my iPod is not compatible and my sign in and password is invalid
We’d like to help resolve your issue. Your message is important to us, and we have sent you an email in response.
I tried to download my 1099 form, but it wasn’t available. I contacted the retirement office, and they advised me to call back later due to high call volumes. Can anyone explain why the tax forms aren’t available? Additionally, why does the call disconnect when I try to reach the office?
1099-Rs are provided to retirees with taxable pension benefits and members who have withdrawn their accounts or taken a taxable loan.
We recently published this blog post and sent out a newsletter to our E-News subscribers discussing how 1099-Rs are available. However, some readers may not receive a 1099-R from NYSLRS (for example, some disability retirement benefits are not taxable).
If you believe you should have received a 1099-R, please message our customer service representatives using our secure contact form. Filling out the secure form allows them to safely contact you about your personal account information.
I’m trying to speak with someone on obtaining my Annual Statement for 2024, mailed to me.
I don’t have access to a computer and its very difficult to get information from my phone.
I need the 20
We’d like to help resolve your issue. Your message is important to us, and we have sent you an email in response.
Hello,
I just received this an email notification to let me know that an electronic copy of my 1099-R is in my account online, I logged into my account and there is no 1099-R available in my account, see below for a copy of what it shows in my account:
And the “email” address shown here is NOT an email address:
1099-R NOT AVAILABLE
There are no 1099-R forms available to view or print. If you think this is an error, please contact NYSLRS at 1-866-805-0990 or email at http://www.emailNYSLRS.com for assistance.
We’re sorry for the trouble. Your message is important to us, and we have sent you a private message in response.
I can no longer sign on to Retirement Online, because of your discrimination of people who live overseas. I would like to get my 1099 ASAP, preferably online, so as not to waste paper, protect the environment, as well as cut the State’s cost in processing and mailing it to me via the post office.
What can I do?
Unfortunately, Retirement Online is not accessible to customers outside of the United States and Canada. This is to safeguard your personal information and keep your account secure.
We mail printed 1099-Rs by January 31.
1099 Tax forms
I am trying to reset password and I needed to call , wait ed 47 min, some one answered, asked what I needed help with? Dropped call on NYS end!
Called again wait time 45 minutes..
HELP
We’ve been informed that a NYSLRS customer service representative contacted you. We’re glad they were able to help.