Participants who received a payment/distribution from their MSRS-administered plan during 2023 will receive a tax document to report the distribution amount and federal and state tax withholding. Forms will be mailed by January 31, 2024.

It is important that you notify MSRS of any permanent or temporary address changes. The last day to make changes to your address to ensure the 2023 tax documents are mailed to the correct address is January 5. To change your address, call the MSRS Service Center at 651-296-2761 or 1-800-657-5757 or download a Personal Information Change Request form.

MSRS Pension Plans

MSRS will mail a Form 1099-R by January 31 to report payments you received from your pension plan. Starting in mid-January, your 1099-R will be available online. Here are the instructions to access your 1099-R online: Log into your MSRS account online. From the top navigation bar, select My Documents, then 1099-R.

If you have not received your tax document by Fri, February 9, contact MSRS to request a duplicate. Or you can login to your account online to view or download your pension tax document.

Public Safety Officer Premium Withholding: Insurance premiums withheld from your pension benefit and paid directly to the insurance provider are not reported on a 1099-R. You will receive a separate letter indicating the premium amount withheld during 2023. If you have not received this letter by Mon, Feb 5, please contact MSRS at 651-296-2761 or 1-800-657-5757.


Defined Contribution (DC) Plans 

DC plans include these MSRS-administered accounts: Minnesota Deferred Compensation Plan (MNDCP); Health Care Savings Plan (HCSP); Unclassified Retirement Plan; and Hennepin County 1% Supplemental Plan.

Empower Retirement Services prepares and mails tax documents to report distributions from a DC plan. If you have not received your DC tax documents by Fri, Feb 9, contact MSRS to request a duplicate. Or you can login to your account to download a 2023 tax document. When you login, select Go to Savings Plans. Tax documents will be available on the website by Feb 1.

Exception for Puerto Rico 480.7C: Tax forms will be mailed and made available on the participant website on Feb 28.

  • MNDCP and Unclassified Retirement Plan: Participants will receive a Form 1099-R.
  • HCSP: Contributions and reimbursements paid to the plan participant are not reported on income tax returns; therefore, no tax documents are generated for participants. However, reimbursements paid to a non-spouse or non-dependent beneficiary who inherited the account upon the death of a participant are taxed as ordinary income. The beneficiary will receive a 1099-MISC to report reimbursements paid from the account.
  • Hennepin County 1% Supplemental Plan:
    • Payment to the participant (employee) is reported on a Form W-2.
    • Payment to a surviving spouse or estate after the death of the participant (employee) is reported on a Form 1099-MISC.