Retired Members 1099R Tax Document
1099-R Notice for the 2023 Tax Year
Retired Members 1099-R tax documents for 2024 tax filing were mailed out on January 19, 2024. 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.
Contact Information
Santa Fe
(Main Office)
8am-5pm
Physical Address
701 Camino de los Marquez
Santa Fe, NM 87505
Mailing Address
PO Box 26129
Santa Fe, NM 87502
Toll-Free
1(866) 691-2345
Main Office
(505) 827-8030
Fax
(505) 827-1855
Albuquerque Office
8am-5pm
Email or call ahead for an appointment.
Physical Address
8500 Menaul Blvd. NE, Suite B-450
Albuquerque, NM 87112
Phone
(505) 888-1560
Fax
(505) 830-2976