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Frequently Asked Questions Retirement

Why doesn't OPM issue 1099R statements the first week of January, like the private sector does?

The 1099Rs are mailed during the last week of January. We are required by law to make the 1099R available to over 1.9 million annuitants, survivor annuitants, heirs and assignees of deceased annuitants by January 31st of each year. We also upload these 1099Rs to our Services Online website.

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