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NEW: State Vendor Sends Wrong Tax Forms to Retirees

Wednesday, January 20, 2016

 

Incomplete tax forms have been sent to Rhode Island state retirees in error, according to the Rhode Island Office of the General Treasurer. 

A department spokesperson said Wednesday that some state retirees have received incomplete 1099-R tax forms due to a "vendor error," and are advising retirees not to use the forms they may have gotten to date and are advising them to wait for new ones to be sent or to go online for the correct ones. 

Statement from General Treasurer's Office

Spokesperson David Ortiz provided the following statement on Wednesday:

"The vendor responsible for printing and mailing the 1099-Rs experienced an error in print production, omitting the following information:
 
·         The Federal Tax Identification Number for the Employees' Retirement System of Rhode Island (which has been changed to 04-3257275 effective with the 2015 tax year)

·         State income tax withholding in 2015

·         The mailing address of the Employees' Retirement System of Rhode Island 

Retirees are advised that State tax has been properly withheld from their annual tax distribution. The withholding doesn’t appear on the form they received in the mail because of a printing error by the outside vendor.
 
Retirees in the state's retirement system who recently received 1099-R tax forms in the mail are advised not to use these forms, as they contain incomplete information. Retirees will receive an updated 1099-R in the mail no later than February 1, 2016.
 
The cost of re-sending 1099-Rs will be borne by the vendor.
 
In the meantime, members can immediately view and print a correct 1099-R today by logging into their account at http://www.ersri.org.
 
Retirees who need additional assistance are asked to please call ERSRI’s customer service team at (401) 462-7600.
 
The Employees’ Retirement System of Rhode Island apologizes for any inconvenience this may have caused its members."

 

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