{"id":2736,"date":"2026-01-23T15:09:50","date_gmt":"2026-01-23T23:09:50","guid":{"rendered":"https:\/\/www.narfe.org\/wa\/?p=2736"},"modified":"2026-03-18T21:00:22","modified_gmt":"2026-03-19T04:00:22","slug":"1099-forms","status":"publish","type":"post","link":"https:\/\/www.narfe.org\/wa\/2026\/01\/23\/1099-forms\/","title":{"rendered":"OPM Delivery Method for 1099-R Forms Changes"},"content":{"rendered":"<p>The Office of Personnel Management (OPM) has updated its delivery policy for the 1099-R form. Annuitants who have provided an email address will receive their 1099-R forms electronically, unless they opt to receive them by mail through their OPM online account. Individuals without internet or computer access should contact OPM\u2019s Retirement Services to request a mailed copy of their 1099-R forms. Annuitants can change their <a href=\"https:\/\/www.opm.gov\/support\/retirement\/how-to\/get-your-1099-r-tax-form\/\" target=\"_blank\" rel=\"noopener\"><strong>delivery preference<\/strong><\/a> by visiting their <strong><a href=\"https:\/\/www.servicesonline.opm.gov\/\" target=\"_blank\" rel=\"noopener\">Retirement Services Online Account<\/a><\/strong> or by calling the Retirement Services hotline at 1-888-767-6738 to request a mailed copy. Annuitants can also download a copy of their 1099-R <strong><a href=\"https:\/\/www.opm.gov\/support\/retirement\/how-to\/get-your-1099-r-tax-form\/\" target=\"_blank\" rel=\"noopener\">here<\/a><\/strong> (no login required).<\/p>\n<p>The <a href=\"https:\/\/www.narfe.org\/education\/federal-benefits-institute\/\" target=\"_blank\" rel=\"noopener\"><strong>NARFE Federal Benefits Institute<\/strong><\/a> created these one page instructions you may print and share with NARFE members that are not on the internet:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.narfe.org\/wa\/wp-content\/uploads\/sites\/15\/2026\/02\/2026-02-03-Requesting-Your-1099-R-By-Email.pdf\" target=\"_blank\" rel=\"noopener\"><strong>Requesting Your 1099-R By Email<\/strong><\/a><\/li>\n<li><a href=\"https:\/\/www.narfe.org\/wa\/wp-content\/uploads\/sites\/15\/2026\/02\/2026-02-03-Requesting-Your-1099-R-By-USPS.pdf\" target=\"_blank\" rel=\"noopener\"><strong>Requesting Your 1099-R By USPS<\/strong><\/a><\/li>\n<\/ul>\n<p>NARFE\u2019s Tony Opat goes into detail to help federal annuitants who have experienced chronic delays in receiving their 2025 1099-R forms from the Office of Personnel Management (OPM) file for tax season:<\/p>\n\t\t<div class=\"carousel-sync-wrap\">\n\t\t\t<div class=\"carousel-gallery carousel-sync-main\">\n\t\t\t\t\t\t\t\t\t<div class=\"carousel-item\">\n\t\t\t\t\t\t\n<div class=\"section-video embed-responsive embed-responsive-16by9\" data-video-type=\"youtube\" data-src=\"https:\/\/www.youtube.com\/embed\/MHLYsYLuWB8?modestbranding=0&amp;rel=0&amp;showinfo=0&amp;iv_load_policy=3&amp;enablejsapi=1&amp;autoplay=1\">\n<div class=\"youtube-img\" style=\"background-image: url('https:\/\/i0.wp.com\/img.youtube.com\/vi\/MHLYsYLuWB8\/maxresdefault.jpg?ssl=1');\"><\/div>\n<div class=\"youtube-play\">\n\t\t\t\t<svg height=\"100%\" version=\"1.1\" viewbox=\"0 0 68 48\" width=\"100%\">\n\t\t\t\t\t<path class=\"ytp-large-play-button-bg\" d=\"M66.52,7.74c-0.78-2.93-2.49-5.41-5.42-6.19C55.79,.13,34,0,34,0S12.21,.13,6.9,1.55 C3.97,2.33,2.27,4.81,1.48,7.74C0.06,13.05,0,24,0,24s0.06,10.95,1.48,16.26c0.78,2.93,2.49,5.41,5.42,6.19 C12.21,47.87,34,48,34,48s21.79-0.13,27.1-1.55c2.93-0.78,4.64-3.26,5.42-6.19C67.94,34.95,68,24,68,24S67.94,13.05,66.52,7.74z\" fill=\"#f00\"><\/path><path d=\"M 45,24 27,14 27,34\" fill=\"#fff\"><\/path>\n\t\t\t\t<\/svg>\n\t\t\t<\/div>\n<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div> <!-- .carousel-sync-main -->\n\t\t\t<div class=\"carousel-sync-nav\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"carousel-item\">\n\t\t\t\t\t\t\t<img\n\t\t\t\t\t\t\t\tsrc=\"\"\n\t\t\t\t\t\t\t\tclass=\"img-fluid\" >\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div> <!-- .carousel-sync-wrap -->\n\t\t\n<p>\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>OPM is emailing 1099-R forms this tax season. Paper forms will only be mailed to annuitants by request.<\/p>\n","protected":false},"author":1,"featured_media":2738,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18],"tags":[48,47],"kp-content-permissions":[],"class_list":["post-2736","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-1099r","tag-opm"],"jetpack_featured_media_url":"https:\/\/www.narfe.org\/wa\/wp-content\/uploads\/sites\/15\/2026\/01\/1099_form_img.jpg","_links":{"self":[{"href":"https:\/\/www.narfe.org\/wa\/wp-json\/wp\/v2\/posts\/2736","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.narfe.org\/wa\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.narfe.org\/wa\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.narfe.org\/wa\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.narfe.org\/wa\/wp-json\/wp\/v2\/comments?post=2736"}],"version-history":[{"count":6,"href":"https:\/\/www.narfe.org\/wa\/wp-json\/wp\/v2\/posts\/2736\/revisions"}],"predecessor-version":[{"id":2796,"href":"https:\/\/www.narfe.org\/wa\/wp-json\/wp\/v2\/posts\/2736\/revisions\/2796"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.narfe.org\/wa\/wp-json\/wp\/v2\/media\/2738"}],"wp:attachment":[{"href":"https:\/\/www.narfe.org\/wa\/wp-json\/wp\/v2\/media?parent=2736"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.narfe.org\/wa\/wp-json\/wp\/v2\/categories?post=2736"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.narfe.org\/wa\/wp-json\/wp\/v2\/tags?post=2736"},{"taxonomy":"kp-content-permissions","embeddable":true,"href":"https:\/\/www.narfe.org\/wa\/wp-json\/wp\/v2\/kp-content-permissions?post=2736"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}