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How may I stop my TDA contributions?
FAQs: You may stop contributing to the TDA Program at any time by accessing the TDA feature in the secure section of our website, or by filing a paper TDA Contribution Rate Change Form (code TD4).
What are the benefits of participating in the TDA Program?
FAQs: TRS' TDA Program enables you to invest money for your future consistently on a tax-deferred basis.
What are the benefits of electing TDA Deferral status?
FAQs: By electing TDA deferral status your TDA funds will remain invested with TRS.
When does TRS mail out 1099 forms?
FAQs: 1099 forms for a given year are generally issued by the following January 31.
May I view my 1099 forms online?
FAQs: Members and beneficiaries who have received lump-sum distributions in the past five years can view the associated 1099 forms online by logging in to the secure section of our website.
Why was I issued more than one 1099-R?
FAQs: A separate 1099-R form must be issued for each distribution from TRS.
May I receive a duplicate 1099 form?
FAQs: Yes. Members with active TRS accounts and beneficiaries who received a lump-sum distribution from TRS in the past five years may request a duplicate of the associated 1099 form online by logging in to the secure section of our website.
What does "not determined" mean on the 1099 form?
FAQs: "Not determined" is an indication that not all of the facts are available to figure the taxable amount.
Why didn't I receive a 1099 form from TRS?
FAQs: TRS may not have made a taxable or tax-deferred distribution to you or on your behalf during the year.
Is EFT available for payments other than retirement benefits?
FAQs: EFT is available for other payments, as noted below.