Ask MissionSquare Retirement: Tax Forms

What tax forms will I be receiving from MissionSquare Retirement over the next few months?

MissionSquare Retirement sends several important tax documents in the first few months of the year. You should receive a Form 1099-R in January 2020, reporting any distributions you made from your 457 or 401 plan or IRA in 2019. Review the distribution codes when you receive those forms and contact MissionSquare Retirement with any questions. You need this information to file your 2019 taxes and should keep the forms with your tax records.

In May 2020, you’ll receive Form 5498 reporting any IRA contributions, rollovers or conversions you made in 2019. This tax form comes after the tax-filing deadline, but you should keep it with your tax records, too.

If you have misplaced any forms or they were lost in the mail, you can also get copies by logging in to your account at Just click the Statements & Confirms option from the dropdown menu next to your plan on the homepage to view, print, or save the document to your files.


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