Form 1099-R issued by ERS for 2016
The 1099-R is a four-part form with instructions on the back of the form.
Copy B is to be used in preparing your federal return.
Retain Copy C for your records and keep it in a safe place for future financial purposes.
You may disregard Copy 2, since all benefits received from the ERS are exempt from State of Hawaii
income tax.
o If you are living out-of-state, you should consult a qualified tax preparer or state/local tax
authority regarding the tax laws in your area.
The next page contains the Instructions for Recipient printed on the IRS Form 1099-R for 2016.
The ERS Form 1099-2016.doc
Updated 1/23/2017