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Workers & Retirees

IRS Income Tax Form 1099-R

If you receive a benefit from PBGC, we report the amount annually to the IRS.

For income tax purposes, each January PBGC will send you an IRS Form 1099-R that states the amount we paid you the previous year. 

If you need a Form 1099-R for 2011 and haven’t received it, PBGC will get you one. 

How to Obtain Your 1099-R From PBGC:

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

    OR

  • Call PBGC's Customer Contact Center to request a form by mail.
    • The number is 1-800-400-7242.
    • For TTY/ASCII (American Standard Code for Information Interchange) users, call the federal relay service toll-free at 1-800-877-8339 and ask to be connected to the number above.
    • Please have your Social Security number, plan name and case number ready for the customer service representative. 

More information about Form 1099-R is available on the IRS website: