IRS Retirement Distribution Letters

Internal Revenue Service – Retirement Distribution Letters

It has come to our attention that a number of our employees are receiving information from the Internal Revenue Service (IRS) that indicates they received a retirement distribution from Great Falls Public Schools in 2017.  The District does not issue retirement distributions, so these letters are clearly incorrect as we do not send out these forms.  We are working with the IRS to determine the cause of this problem.  Initially, the information was sent to a few people who worked for the District in 2013, but since then, current employees have been receiving the IRS information as well.

We have been working with the IRS Fraud Department since April to resolve this matter.  We have been directed by the IRS to provide our employees a letter from the District that indicates the employee did not receive a retirement distribution from Great Falls Public Schools.  Ideally, the IRS would provide us a list of our employees who will be receiving the letter, but as of yet, they have not released that information.

If you have received a letter from the IRS, please contact Katie Allen (6064) in the Payroll Department.  She will provide you with a letter from the school district to be sent to the IRS.  The letter indicates the school district did not issue the 1099-R forms.  We apologize for any inconvenience this has caused you and thank you for your consideration as we both work through this situation.

Updates will be provided as we learn additional information on this matter.

Brian Patrick
Director of Business Operations
Great Falls Public Schools