For your convenience in preparing your tax return, your 1099-R form is now available via your Online Personal Account. This form details your 2016 STRS Ohio pension income. To access the form, click on “Form 1099-R Annuity” under “View My Documents” after you log in to your account.
Click here to log in or register for an account to view your 1099-R form.
If you opted out of receiving a paper copy, you will not receive a copy of this form in the mail. If you have not yet opted out of receiving this form by mail in future years and would like to do so, log in to your Online Personal Account and go to “Update Your Correspondence Preferences” and select “Electronic” beside “1099-R”.
Have a Question About Your 1099-R Form?
During tax season, many members contact STRS Ohio with questions regarding the 1099-R form. The most common questions, along with answers, are listed below for your reference and convenience.
Why is the taxable amount in Box 2a lower than the gross distribution in Box 1?
When you were employed, part of the contributions that STRS Ohio received were already taxed. This previously taxed portion is called the monthly exclusion amount, and it is subtracted from your gross amount (yielding the taxable amount) to ensure that you are not taxed twice.
I am receiving a disability benefit and my tax advisor says that STRS Ohio needs to change my distribution code (Box 7) to a 3 instead of a 7. Is she correct?
Distribution code 3 indicates that the benefit recipient is disabled from all types of employment. The STRS Ohio disability program is for members who develop medical conditions that prevent them from performing only their regular job duties for at least 12 months; therefore, the correct distribution code is 7.
Would you please explain the amount in Box 5?
Box 5 (employee contributions or insurance premiums) is not used by STRS Ohio for insurance premiums. This box is used to indicate the gross amount of your benefit that is not taxable (Box 1 amount minus amount in Box 2a). If you would like to know your total amount paid for health care premiums, you can view this information in your Online Personal Account or review the benefit statement you received in January.
How do I get a statement of my paid benefits and deductions for the previous year?
This information is available in your Online Personal Account and in your January benefit statement.
I lost my 1099-R. How can I get a replacement?
You can print a copy of your 1099-R form for 2016 from your Online Personal Account. Select “View your Documents” under “Your Account and Benefits” and then click the PDF icon for your 2016 “Form 1099-R Annuity.” You can also call STRS Ohio toll-free at 888‑227‑7877 to have another form sent to you via regular mail or by fax. The Internal Revenue Service will accept photocopies of 1099-R statements.