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LSERS will be mailing Form 1099-R’s to all retirees by the end of January 2014.

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LSERS will be mailing Form 1099-R’s to all retirees by the end of January 2014.

LSERS will be mailing Form 1099-R’s to all retirees by the end of January 2014.

Please allow up to three weeks for delivery. Call LSERS at 225.925.6484 or toll free (outside the Baton Rouge area) at 1.800.256.3715 or e-mail us at webmaster@lsers.net if you:

  • Have not received your 1099R by February 14, 2014
  • Need to request a duplicate copy
  • Need to report an error

We suggest contacting your tax advisor for any questions regarding the information on your Form 1099-R.

Reminder:

  • LSERS retirement benefits are not subject to Louisiana state income taxes for residents filing a Louisiana income tax return.
  • Form 1099-R
    • Box 1 Gross distribution: Total amount your received for the calendar year 2013
    • Box 2 Taxable amount: Taxable amount to be reported for Federal income tax purposes
    • Box 4 Federal incomes tax withheld: Federal income taxes withheld from your payments in 2013.
    • Box 5 Employee contributions: Tax-free portion of retirement benefits you received during the calendar year.  This is NOT the amount of your insurance premium. It represents unsheltered contributions withheld from your salary before 7-1-1994 that had already been taxed. This amount is the difference between the Gross distribution in Box 1 and the Taxable amount in Box 2a. If you have no amount in Box 5 – you do have not tax-free benefits.

Note:  Disability retirees will not have tax-free benefits reflected in Box 5 until they reach their normal retirement eligibility age.