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Revised 1099-R Forms Mailed Thursday, February 22, 2024

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Revised 1099-R forms were mailed on Thursday, February 22, 2024, and are available in the myCTPF Member Self-Service Portal

The form mailed on January 31, 2024, should not be used to file your tax returns.   

If you have already filed your tax return, please check with your tax preparer to determine what action you may need to take. CTPF cannot offer tax advice.   

We sincerely apologize for this inconvenience and appreciate your ongoing patience as we corrected this issue. 

Frequently Asked Questions 

Who is Impacted by this issue? 

All CTPF members who receive a 1099-R are impacted by this issue, approximately 30K individuals. 

Why is my 1099-R being reissued? 

CTPF determined that 2023 1099-R documents were printed incorrectly. During the printing process, the vendor inadvertently printed an “X” in both boxes in Section 2B, “Taxable amount not determined” and “Total Distribution” on all forms. This combination is incorrect in all cases. No other sections were impacted by the error. 

When will the revised tax forms be mailed?  

Revised forms were mailed on February 22, 2024. 

What is CTPF doing to correct the error? 

Revised forms were mailed on February 22, 2024, and copies are also available for download in the myCTPF Member Self Service portal

When will tax forms be available in myCTPF the Member Self-Service Portal? 

Revised 1099-R forms are now available in the myCTPF Member Self Service portal. 

What is the myCTPF Member Self-Service Portal? How can I use it to download my form? 

myCTPF is our secure member self-service portal, and you can register to use the service and download your document. When you register for myCTPF, you create your own unique User ID and password. myCTPF is available to all CTPF members, retirees and survivors of retirees who have completed the one-time registration process. Once you register you can find your document under the "My Documents" tab. 

Did the IRS receive correct information? 

Yes. The information CTPF provided to the IRS is correct. Only the copies printed and sent to members include incorrect information.  

What do I do if I have already filed my tax 2023 Taxes?  

CTPF cannot provide tax advice. Contact your tax professional to determine the correct course of action. 

When did CTPF become aware of this issue? 

CTPF confirmed the error with the vendor on Tuesday, February 6, 2024, and notified members with a website posting and outreach on Wednesday, February 7. Additional communication and outreach will be ongoing. 

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