1099-R Forms for 2023 were mailed in January 2024 and copies are available online. You can view, download and print this form by going to the “Tax Documents” section under the Correspondence tab, located behind your secure login. Click below to get started:
To access your online form:
1. Click the “Log Into Your Account” button above
2. Log into your Participant Account
3. On the menu to your left, click on the Correspondence tab
4. You can find the form under the Tax Documents section