Does SERS provide tax advice?
No. You should seek advice from a professional tax advisor or the IRS at 1-800-829-1040 or www.irs.gov. The information contained in this guide is for general guidance only and does not cover every relevant tax law. Why did I receive more than one 1099-R? The IRS allocates distribution codes in Box 7 to identify the type of payments you received during the previous tax year. A list of these codes may be found on the reverse side of Copy C. If you received more than one type of payment, SERS must print a separate Form 1099-R for each distribution code. Box 7 identifies the type of benefit you received from SERS for that particular 1099-R. For example, you may have received multiple 1099-Rs if you: • Retired in 2008 and received a monthly Annuity as well as a lump-sum distribution of your monies, or rolled over any portion of the taxable lump-sum distribution and received the non-taxable portion. • Received your own SERS retirement benefit and a Survivor or Beneficiary benefit from a for
