Updated / Corrected 1099-R Forms Being Sent to Some Retirees

If you are receiving a retirement benefit from ERSRI, you may have already received a form letter regarding your 1099-R that was previously mailed to you. The letter was sent by ERSRI’s pension payroll and 1099-R provider CERIDIAN, whose name is on the letterhead. You can view a sample of the letter here.

The letter notes that while the tax data printed on the 1099-R is correct, there were select box numbers that did not match the 2020 IRS form.
 
Consequently, CERIDIAN will be re-printing your 2020 1099-R with the updated box numbers and it will be mailed to you on or before 01/29/2021. The updated 2020 1099-R tax form you receive will have the “Corrected” checkbox on the form marked.