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Get the free PERA Annual Exclusion Report - mnpera

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Print Form ERA Annual Exclusion Report Public Employees Retirement Association 60 Empire Drive, Suite 200, St. Paul, MN 551032088 ERA Employer Fax Number: 651 2962493; Employer Phone Lines: 651 2963636
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The PERA annual exclusion report is a document that discloses any eligible rollover distributions made during the year from a pension or retirement plan and reports them as non-taxable distributions.
Individuals who receive eligible rollover distributions from a pension or retirement plan are required to file the PERA annual exclusion report.
To fill out the PERA annual exclusion report, you must provide information regarding the eligible rollover distributions received during the year, including the amount, source of the distribution, and any applicable taxes withheld.
The purpose of the PERA annual exclusion report is to ensure the proper reporting and taxation of eligible rollover distributions from pension or retirement plans.
The PERA annual exclusion report must include details such as the amount of eligible rollover distributions received, the source of the distribution (e.g., 401(k) plan, IRA), and any taxes withheld.
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