Tax Information

The following is important information about your SPTRFA 1099-R for the tax year 2021:

Your SPTRFA 1099-R was recently mailed, postmarked on January 28, 2022.

Click here to view an example 2021 tax year 1099-R form.

If you have questions regarding this information, please email us at info@sptrfa.org


The SPTRFA sends a 1099-R Form in January for the prior year’s benefits received. Similar to a W-2 form from an employer, the 1099-R reports your annual benefit payments for the previous year.

As a retired member of SPTRFA, you may have questions about your benefits and the retirement laws and regulations that apply to you.

The SPTRFA is committed to helping you get the retirement information you need. We encourage you to explore all the resources on our website. If you have specific account questions, please contact us at 651-642-2550.

If you have questions regarding this information, please email us at info@sptrfa.org


Attention Retirees:  Those aged 65 and older may qualify for additional tax benefits, including the Senior Citizens Property Tax Deferral Program. The application is available online and on paper through the Minnesota Department of Revenue, https://www.revenue.state.mn.us/property-tax-deferral-senior-citizens


SPTRFA will withhold Minnesota state and federal taxes from your retirement benefit. We do not withhold any other state’s tax.

Retirement benefits are subject to state (dependent on the state that the retiree resides) and federal income tax and can include both a tax-free amount and a taxable amount. Member contributions made to SPTRFA before January 1, 1983, were taxed (unsheltered) and are not subject to tax in retirement. However, member contributions made on and after that date were not taxed (sheltered) and become taxable in retirement.

Tax Withholding Calculator: Federal and Minnesota

The SPTRFA Office will be closed on Monday, August 29 through Monday, September 5.

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