Access your annual Form 1099-R, update your federal tax withholding, and find information about pension-related tax forms. If you have questions about your personal tax situation, consult a qualified tax professional.
View Your 1099-R
- Log in to your PSS account
- Select Documents & Forms
- Open the Tax Documents section to view/print your most recent Form 1099-R
Update Your Federal Tax Withholding
- Complete your IRS Form W-4P online through PSS or
- Download a W-4P form and return it to the Fund Office via email documents@iambfo.org
Please Note: The Benefit Funds Office does not withhold state or local income taxes from pension payments.
Need Tax Advice?
The Fund Office can help with forms and withholding elections but cannot provide tax advice. If you have questions about your personal tax situation, please consult a qualified tax professional.