Please review the consent information and system requirements for receiving tax-related documents electronically.
Please read this information carefully and print or download a copy for your files.
You may elect to receive tax-related documents from the Office of Personnel Management (OPM) via electronic delivery via email. However, IRS guidelines require that you must first review these disclosures and provide your affirmative consent to receiving information in an electronic format.
By requesting tax–related documents electronically, you agree that your computer system meets the hardware and software requirements stated below under “System Requirements”
Consent to Paperless Delivery of Tax-Related Documents
By electing electronic delivery, you acknowledge that you have read and understand this Consent, and that you affirmatively consent to receive and acknowledge that you can access, receive, print and retain your tax-related documents (including IRS Form 1099-R) electronically. You agree that such information may be communicated online by posting notices, disclosures and other communications on our website or by sending such information to you by e-mail. Your use of this system to receive your 1099-R electronically does not affect your annual 1099-R delivery method. To check your annual 1099-R delivery method, please log in to your Retirement Services Online account, navigate to the “Profile” section and review the Communication Preferences section for the 1099R Statement.
System Requirements
To access your electronic tax-related documents, you need to be able to read Adobe PDF files. To do this, you must have Adobe Acrobat Reader installed on your computer. It can be downloaded for free at http://get.adobe.com/reader/. You also need to have a computer with Internet access that supports the use of a browser that supports 128-bit encryption and will need to have JavaScript enabled in your browser. You need hardware as necessary to support this software. In order to keep copies for your records, you will need to have access to a printer or have the ability to download information.
Reference: IRS Bulletin 2025-30.
From PEN:
OPM updated its delivery policy for the 1099-R form. Annuitants who have provided an email address will receive their 1099-R forms electronically, unless they opt to receive them by mail through their OPM online account. Individuals without internet or computer access should contact OPM’s Retirement Services to request a mailed copy of their 1099-R forms. Annuitants can change their delivery preference by visiting their Retirement Services Online account at www.opm.gov/rso or by calling the Retirement Services hotline at 1-888-767-6738 to request a mailed copy.
Also, from OPM:
OPM Announces Faster, Paperless Options for Federal Retirees
Washington, DC — The US Office of Personnel Management (OPM) today announced two new online tools designed to make retirement services faster, and easier for federal retirees. These improvements are part of OPM’s broader effort to modernize its Retirement Services operations and enhance the customer experience through expanded self-service options. Beginning today, retirees can:
- Securely download their 1099-R tax forms without logging into Retirement Services Online, offering a faster, paperless option for accessing tax documents.
- View current retirement processing times to better understand the expected timeline for the completion of their retirement benefit applications.
“These new self-service tools are another step toward delivering the efficient, transparent, and customer-focused experience federal retirees deserve,” OPM Director Scott Kupor said. “By expanding digital access and improving automation, we’re giving retirees more control over their information and freeing up our team to focus on complex cases that require extra care.”
These tools join a growing list of digital resources available through Retirement Services Online, where retirees can view monthly annuity statements, verify life insurance enrollment, update tax withholdings, change direct deposit information, and access a range of other self-service features. More enhancements to OPM’s online retirement services are expected in the coming months as part of the agency’s ongoing modernization initiative.
I have been locked out of my account and have NEVER been able to access the darn thing. I am sick and tired of being forced to use online for all information. I have no intention of unlocking my account and would appreciate it if you would remove the account from your data base. I do not have a computer or printer and do not drive and therefore have NO access to printing the 1099 even if online account worked.