Tax Services
This page is designed to help you with a variety of tax-related questions and issues. Please choose from the list of options below.
- Tax Services — Frequently Asked Questions
- Request a copy of your last year’s 1099R form
- Print a blank W-4P form
to change your federal income tax withholding. Once you have printed the form, complete, sign, and mail it to the Retirement System (you can find the address on the contact us page). - Federal Tax Withholding Calculator has been updated to reflect changes to the federal tax tables. (IMPORTANT: This tax calculator should be used only for a preliminary estimate of the amount of federal tax you should have withheld from your monthly pension benefit. Your actual federal tax liability is based on many factors, including all the income you report on your federal tax return, not only the amount of pension benefit you receive from this System. You should consult with your tax preparer or the Internal Revenue Service to ensure that you are having a sufficient amount withheld to cover your federal tax liability. This Withholding Tax Calculation only identifies the amount of federal tax to have withheld from your pension as no benefit paid from this System is subject to the tax of the State of New York or its municipalities.)
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