• MSRS Pension Plans: MSRS will mail you a Form 1099-R to report payments you received from your pension plan. Tax documents will be available online around mid-January.
     
  • Defined Contribution Plans - MNDCP, HCSP (beneficiary), Unclassified Retirement Plan, Hennepin County 1% Supplemental Plan:
    • Great-West Retirement Services will report distributions.
    • MNDCP participants and HCSP beneficiaries will receive a Form 1099
    • Hennepin County 1% Supplemental Plan participants will receive a W-2 (not a 1099).
    • Tax documents are not available online.
       
  • Duplicate statements available: If you have not received your tax documents by February 10, please contact MSRS to request a duplicate document.
     
  • Health Care Savings Plan (HCSP). Contributions and reimbursements are not reportable on state or federal income tax returns. Exception: Reimbursements to a non-spousal or non-dependent beneficiary who inherited the account upon the death of a participant are taxed as ordinary income. A 1099-MISC is issued to the beneficiary by our recordkeeper, Great-West Retirement Services.
     
  • Public Safety Premium Withholding. Premiums withheld from your pension are not reported on a 1099-R. You will receive a separate letter indicating the premium amount withheld during 2020. If you have not received this letter by February 10, please contact MSRS at 651-296-2761 or 1-800-657-5757.