Retired Members 1099R Tax Document
Retired Members 1099-R tax documents for 2023 tax filing were mailed on 01-30-2023.
Please allow time for delivery.
1099-R Code Explanation
Note: NMERB is unable to provide individual tax advice.
If you believe one of the exceptions, such as for a distribution that is part of a series of substantially equal periodic payments, may apply, you should consult your individual tax advisor.
You may also wish to refer to IRS Form 5329 and its instructions as well as the IRS website for more information. NMERB is unable to provide individual tax advice.
Managing the retirement assets of New Mexico Educators since 1957.
701 Camino de los Marquez
Santa Fe, NM 87505
PO Box 26129
Santa Fe, NM 87502
Email or call ahead for an appointment.
8500 Menaul Blvd. NE, Suite B-450
Albuquerque, NM 87112