Access Your 1099-R on Web Member Services
Tax season is in full swing, and if you need to access your IRS Form 1099-R, it’s easy to do through Web Member Services (WMS).
What is a 1099-R?
Your 1099‑R is an important tax document that shows the total benefits you received from PSRS/PEERS during the previous year and the taxable portion of those benefits. If you misplaced the form mailed to you in late January, or if you prefer the speed of digital access, WMS allows you to view and download it in just a few clicks. No waiting, no searching, and no hassle.
How Do I Access It?
When you log in to WMS, you’ll find your 1099‑R in the “Tax Documents” section of your Document Center. If you have multiple PSRS or PEERS memberships, WMS displays all 1099‑R forms issued to you, making it simple for you. Forms remain available for the past five years, so you can easily revisit prior-year documents whenever you need them.
How Do I Register for WMS?
If you haven’t registered for WMS, it only takes a few minutes. With a WMS account, you get secure, 24/7 access to far more than just tax forms. You can update your contact information, view benefit details, manage your direct deposit and tax withholding, and much more. If you’re already registered, take a moment to confirm your contact information is up to date so you don’t miss important notifications in the future.
If you have questions or need additional assistance, our Member Services team is here to help. Give us a call at (800) 392‑6848, and one of our trained specialists will be happy to assist you.