Note: This message is displayed if (1) your browser is not standards-compliant or (2) you have you disabled CSS. Read our Policies for more information.
Why did I receive a Form 1099-R?
PERF is required by federal law to provide a Form 1099-R to anyone who received money from the fund in 2013. This information is also provided to the Internal Revenue Service (IRS).
What should I do with the form?
You should use your Form 1099-R when completing your tax returns. If an accountant or other professional prepares your returns, you should provide this form or a copy of this form to your tax preparer. The Internal Revenue Service (IRS) provides instructions for completing tax returns, and also offers information online at http://www.irs.gov/. You may wish to contact your tax advisor regarding questions related to completing your tax return.
Why did I receive more than one Form 1099-R from PERF?
If you received distributions in 2013 of more than one benefit type, then you will receive a Form 1099-R for each benefit type. The benefit type description is displayed in Box 7 of the Form 1099-R. This description will assist you in associating the amount reflected on each form with its proper benefit type.
What is included in Box 5 Employee Contributions (Non-taxable)?
Box 5 represents the non-taxable portion of your 2013 distributions.
Why are there blank boxes on my Form 1099-R?
The Form 1099-R was designed by the IRS to apply to many different types of organizations and types of payments. As a result, there are several boxes that do not specifically apply to members of PERF – those boxes are left blank.
How do I get a duplicate copy of my Form 1099-R?
If you are a registered user of PERF Online, you can view or print your 1099-R beginning Jan. 31, 2014, by logging in here. You can also request a duplicate copy of your Form 1099-R after Feb. 14, 2014, by calling PERF toll-free at (888) 526-1687.
What should I do if I have not received my 2013 Form 1099-R in the mail?
The 2013 Form 1099-Rs will be postmarked by Jan. 31, 2014. Please allow for normal delivery time. Your 1099-R will also be available for you to download on PERF Online. If it is not available online and you have not received your Form 1099-R by Feb. 14, 2014, contact PERF toll-free at (888) 526-1687.
Which payments are included on the 2013 Form 1099-R?
The 2013 Form 1099-R reflects all amounts paid during the 2013 tax year, regardless of the month in which the amounts were paid. The 2013 Form 1099-R includes payments with issue dates from Jan. 1, 2013 through Dec. 31, 2013.
How do I correct my address on my 2013 Form 1099-R?
An incorrect address does not affect the validity of your Form 1099-R. However, you should notify PERF of your correct address to ensure prompt delivery of benefit payments and/or correspondence. You may do this online here or contact us toll-free at (888) 526-1687.
I believe that my PERF-issued 1099-R is incorrect. What should I do?
For any questions regarding your Form 1099-R, you may send an e-mail by logging on to your PERF Online account or call PERF toll-free at (888) 526-1687.