View Tax Statements

Topic Type

Task

Role

TRS Member Self Service Portal user (retired)

Parent Procedure

Retirement Payee Account(s)

Before you begin

You want to view your tax statements.

Steps

1)  Click the Retirement Payee Account(s) menu item on the left navigation panel. (From the Retiree Home screen, you can click the Your Retirement Payment Account(s) icon/link).

The system displays the Retirement Payee Account(s) screen.

2)  Click the Payee Name hyperlink.

The system displays the Benefit Information Summary screen.

3)  Click the Tax Statements sub-menu item on the left navigation panel under the Retirement Payee Account(s) menu item.

The system displays the Tax Statements screen.

What happens next

You view your tax statements.

Related tasks

View Your Benefit Information Summary

Add Tax Withholding Information

View Your Payment History

Submit a Qualifying Event Application: Kentucky Employee’s Health Plan (Pre-MEHP Application)

Submit a Qualifying Event Application (MEHP Application)

Submit a Turning-65 Application (MEHP Application)

View Beneficiaries