Review the Benefit Seminar content below at your own convenience.

February 17, 2021
by Staff
Comments Off on SPTRFA Pre-Retirement Benefit Seminar
Review the Benefit Seminar content below at your own convenience.
February 9, 2021
by admin
Comments Off on Important information about your SPTRFA 1099-R for the tax year 2020
Your SPTRFA 1099-R was recently mailed to you. The 1099-R form that you received may have boxes 12 through 19 numbered differently than what you might see on tax preparation software due to a change in the IRS 1099-R template. The differences are explained below. Please note that this is a formatting difference only – all data on your form is correct. There is no need for a corrected SPTRFA 1099-R.
The box changes as described below are relevant if you are filing a Minnesota tax return:
Box 14 – State Tax – this will appear as box 12 on your SPTRFA 1099-R
Box 15 – State/Payer’s state no. – this will appear as box 13 on your SPTRFA 1099-R
Box 16 – State Distribution – this will appear as box 14 on your SPTRFA 1099-R
All dollar amounts are accurate and can be used to file your tax return.
Click here to view an example 2020 tax year 1099-R form.
If you have questions regarding this information, please email us at info@sptrfa.org