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1099-R Season

All Form 1099-Rs will be mailed out by January 31. You may view your Form 1099-R by logging into your account on as soon as February 1. If you did not take a tax reportable rollover or distribution from any of your Savings Plus accounts last year, you will not receive a Form 1099-R from Savings Plus. All tax information regarding your account contributions is generally found in box 12 on your Form W-2.

2023 IRS contribution limits
Maximum IRS contribution limits for your 401(k) and 457(b) are increasing as of January 1, 2023.
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