TAX FILING DOCUMENT & SEMIANNUAL STATEMENT QUESTIONS

There are several reasons why someone could receive two 1099-R forms. Below are the most common scenarios. 

• If you have turned age 59 ½ during the tax year in question, you are considered normal age for retirement and your distribution code on your 1099-R form will become a "7." We are required to send two 1099-R forms to you and the Internal Revenue Service (IRS) to separately report the portion paid to you before age 59 ½ and the portion paid to you after age 59 ½.
• If you have moved to a new state during the tax year in question, we are required to send two 1099-R forms to you and the IRS to separately report taxes according to your state residency.

Your tax filing document (1099-R or 1042-S forms) will be mailed by January 31, following the tax year. For an example, your 1099-R form for 2013 will be sent out in January of 2014. Your tax filing document will be sent to you via email if you have registered online. If you elected not to have your tax filing document emailed, then your tax filing document will be sent to your home address on file.

If you have any additional questions or you want to request a copy of your tax filing document, you may call Prudential Financial at 1-800-336-3387. Available tax filing documents can be viewed and printed by logging into your account and clicking on the Statements and E Documents box.

You can view and print your tax filing document (up to 7 years of documents) (1099-R or 1042-S forms) for previous years online by logging in to your account opens in a new window, using your user identification and password. You also can request your 1099-R (or 1042-S if applicable) forms for previous years by contacting Prudential Financial at 1-800-336-3387.

Your tax filing document (1099-R or 1042-S forms) will be mailed to your address on file, or you will be notified by email when your tax form is available if you have registered online and elected for electronic delivery.

Your tax filing document (1099-R or 1042-S forms) will be mailed by January 31 following the tax year. For an example, your 2024 1099-R form will be sent out in January 2025. You will be notified by email when your tax form is available if you have registered online and elected for electronic delivery. If you did not elect for electronic delivery of your tax forms, then your tax filing document will be sent to your home address on file. If you have any additional questions, you may call Prudential Financial at 1-800-336-3387 Click here to visit the Forms page opens in a window.

A semiannual statement is sent to all of our retirees with the June and December payments. This statement shows the total amount you have received for the year and the amount you have withheld for taxes. This statement is for your record keeping purposes only. It is not a bill nor is it a tax filing document.

If you have any additional questions you may call Prudential Financial at 1-800-336-3387. You may also log in to your account opens in a new window to view up to 24 months of your account history. 

A semiannual statement is sent to all of our retirees along with the June and December payments. If you need a verification of income, you may be eligible to create one through your online account. Click here to log in opens in a new window. Alternatively, you can call Prudential Financial at 1-800-336-3387 to request a Pension Verification Letter. A Pension Verification Letter will outline the date you started receiving your benefit, how long you will receive your benefit for, and the amount of your benefit.

A semiannual statement is sent to all of our retirees with the June and December payments. If you are applying for a loan or medical insurance, you can call Prudential Financial at 1-800-336-3387 to request a Pension Verification Letter. A Pension Verification Letter will outline the date you started receiving your benefit, the duration of your benefit, and the amount of your benefit. You can also view your account information by clicking the login button opens in a new window. You may be eligible to create one through your online account. Click here to log in opens in a new window.