Skip to main content Skip to header menu Skip to navigation menu Skip to search

You are here

Retirement matters Blog

It’s That Time of Year Again...Tax Season!
PBGC Public Affairs
Thursday January 9, 2014

If you receive a retirement benefit from PBGC, all or some of the money may be taxable. Every year, we report this amount to the IRS and send you an IRS Form 1099-R that states the amount we paid you the previous year. 

We'll mail your Form 1099-R for 2013 to your address of record by Friday, January 31, 2014. If you don't receive your form soon after the mailing date, we offer the following options:

  1. Use our online service, MyPBA, to view and print a copy of your 1099-R tax form for the most recent tax year.

OR

  1. Call PBGC's Customer Contact Center at 1-800-400-7242 to request a form by mail.

Before you call, please have your Social Security number, plan name and case number ready for the customer service representative.

For more information, see IRS Form 1099-R Frequently Asked Questions.