Connecting with Retirees: 1099-R and W-4P Tax Forms

Teachers' Retirement System Board of Trustees · April 1, 2026

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Webinar opening and topic overview

Presentation

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Presenter Carly opened the webinar in the TRS 'Connecting with Retiree' series and said the session would cover the 1099-R and the IRS W-4P forms, setting expectations that the presentation focuses on federal withholding and TRS processes.

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A Teachers' Retirement System webinar in February explained federal taxability of TRS pensions, the 1099-R mailing timeline (mailed by the Illinois Comptroller by Jan. 31), how to request duplicates after Feb. 15, and how to use the IRS W-4P and TRS state withholding forms to change federal and some state withholdings.

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Transcript

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