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IRS Income Tax Form 1099-R

Why

For income tax purposes, PBGC reports pension payment distributions to PBGC payment recipients on IRS Form 1099-R. PBGC's paying agent will mail this form to those who need it in January of each year.

If you should have received the 1099-R form for a payment made to you by PBGC for the most recent tax year but did not receive one, or if you no longer have the 1099-R form that was mailed to you, you should get a copy of the form before filing your tax return for the year.

For more information about Form 1099-R and instructions for its use, see the IRS Web site information.

How to Obtain Your 1099-R From PBGC

  • Use our online service to view and print a copy of your 1099-R tax form(s) for the most recent tax year
  • OR
  • Call PBGC's Customer Contact Center to request a copy of your 1099-R tax form.
    • Call at (800) 400-7242. For TTY/TDD users, call the federal relay service toll-free at (800) 877-8339 and ask to be connected to the number above.
    • Remember to have your social security number, plan name and case number ready for the customer service representative so that they are better able to help you.