Duplicate 1099-R Request Form

Attention:

If you are an active employee with questions about your W-2, you will need to contact the payroll officer at your agency or the HHS Employee Service Center.
If your retirement is with another retirement system such as Teacher Retirement System or Texas County and District Retirement System, you will need to contact that retirement system directly.
If you need a new copy of your 1095-B, contact your insurance company directly. Medicare-eligible retirees may not receive a 1095-B because you do not need one. The Centers for Medicare & Medicaid Services (CMS) sends your insurance information directly to the Internal Revenue Service (IRS).

If you are an ERS retiree and you need a duplicate copy of your 1099-R, you can use the form below to request one. Make sure you use the information that is on file with ERS. If you make a request in January for your prior year's 1099-R, ERS will mail it no later than January 31. Please allow seven to 10 business days for mail delivery.

NOTE:

This 1099-R hotline is only for ERS 1099-R questions or issues.
ERS does not provide tax advice. For tax advice, contact a tax professional.
If you make a request in January for your prior year's 1099-R, ERS will mail it no later than January 31. Please allow seven to 10 business days for mail delivery.
If you have other questions or issues related to your ERS 1099-R, you will need to Contact ERS.

First name on file with ERS

Last four (4) digits of SSN on file with ERS

Last name on file with ERS

Email address on file with ERS

Confirm email address

Enter the calendar year(s) you need a duplicate 1099-R for

If your request is for multiple years, enter all four (4) digits of each year followed by a space or comma (for example: 2017 2019 2020 or 2017, 2019, 2020).

Please click the Submit button only once. It may take several seconds before confirmation that your form has been submitted, but you don’t need to click Submit more than once.