SURS recently completed its paper mailing of the 2019 IRS Form 1099-R to each member or beneficiary who received a distribution in 2019.
Unfortunately, shortly after the forms were mailed an error was discovered with respect to Box 2b “Total Distribution.”
According to the 1099-R instructions, an “X” should be entered in this checkbox only if the payment shown in Box 1 is a total distribution (one or more distributions during a tax year in which the entire account balance is distributed). With the printing of the 2019 1099-R forms, Box 2b was checked in some cases when there was not a total distribution and it was left unchecked in some cases when there was a total distribution.
This error has no impact on the tax withholding and reporting related to your SURS distribution. In addition, the 1099-R form filed with the IRS will be correct.
If you would prefer to use an updated 1099-R form for tax filing, you may log in to the SURS secure Member Website and print a revised version. The 1099-R forms can be found under the “My Payment” tab – see below. If you do not have access to the Internet and would like to request an updated print version be mailed to you, please contact SURS Call Center at (800) 275-7877.
We sincerely apologize for this error and any inconvenience it may have caused.