Tax Information / 1099-R
Louisiana Income Tax
Your MERS benefits are not subject to Louisiana state taxes, but they are subject to Federal taxes. Retirees claim the state tax exemption by filing Schedule E, line 4D to the Individual Income Tax Return (IT-540). The code is 05E. In the "Description Box for Other Retirement Benefits" line, print Municipal Employees' Retirement System of LA and provide date of retirement.
Federal Income Tax Withholding
MERS retirement benefits are subject to federal income tax. Federal tax withholding may be changed through Member Self Service or by submitting the W-4P form.
1099-R Copies
MERS issues a 1099-R showing gross and taxable amounts by January 31 of each year.
Available 1099-R copies may be accessed through Member Self Service.
If submitting a paper W-4P:
Email: lobby@mersla.com
Fax: 225-925-4816
Mail: 7937 Office Park Boulevard, Baton Rouge, LA 70809
Need help? Call MERS at 225-925-4810 or 1-800-820-1137.