If you are missing a form 1099-R from either your CSRS/FERS annuity from the Office of Personnel Management (OPM), or your Thrift Savings Plan (TSP) account, below are the instructions from these agencies to get them.
1099-R Tax for CSRS or FERS Federal Retirement Annuity
Your annual 1099-R tax form reports how much income you earned from your annuity. If you do not receive a 1099-R by postal mail, there are a few ways to get it from the Office of Personnel management’s Retirement Services Online.
Option 1: Use the 1099-R request tool. (No login needed)
- Visit the 1099-R Request page
- Enter your information to request a link
- Check your email for the download link
- Click the link in the email
- Re-enter your information and click Download 1099-R
Option 2: Download a copy within your account
- Log in to your Retirement Services Online account
- Click 1099-R Tax Form in the menu
- Click the 1099-R link for the tax year you want
Option 3: Request a mailed copy within your account
- Log in to your Retirement Services Online account
- Click on Documents in the menu
- Click the 1099-R tile
1099-R for Thrift Savings Plan Accounts
In mid-January, the TSP mails IRS Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., to participants who received a withdrawal and/or a taxed or foreclosed loan between January 1 and December 31.
A copy of your 2025 Form 1099-R will also be available in your My Account secure participant mailbox by mid-February. If needed, corrected forms will be issued within three weeks of verifying the correction. If you’re expecting a corrected Form 1099-R, you may wish to wait to file your taxes until you receive the form.
As of Feb. 13, 2025, TSP.gov posted this message: “We’ve mailed all 2025 1099-R tax forms. During February, participants will receive annual statements based on the delivery method reflected in My Account. If you do not receive your annual statement in the mail, please check your secure participant mailbox in My Account for a copy.”