TRS 6 - Application for Refund - Special IRS Tax Notice Regarding TRS Payments Form. TRS 6 - Application for Refund - Special IRS Tax Notice Regarding TRS Payments Form 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your personal information in the designated fields, including your name, Social Security number, address, and telephone number.
  3. Fill in your date of birth and last day of employment. If applicable, indicate whether you are a U.S. citizen or a resident alien if your refund will be sent to a foreign address.
  4. Affirm that you have permanently terminated your employment with any employer covered by TRS by checking the appropriate box and signing where indicated.
  5. Select your refund election option: either a direct rollover or a refund. Ensure you understand the tax implications associated with each choice.
  6. Review all entered information for accuracy before submitting the form. Utilize our platform's features to save and share your completed document easily.

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TRS retirement benefits are taxable. As a recipient of TRS benefits, it is your responsibility to determine your tax liability and, if necessary, to complete and submit federal and Montana tax withholding forms to increase or decrease the amounts withheld from your TRS benefits.
How to Apply for a Refund Obtain Application for Refund Form (TRS 6) Read and Complete Application for Refund Form (TRS 6) Send Completed Application and Required Documentation. TRS docHubes Out to Employer for Processing. Elect to Roll Over All or Part of Your Refund. TRS Issues Refund Payment.
The Special Tax Notice explains how you may be able to roll over payments you receive from TRS. TRS is required by the IRS to provide you this infor- mation, so TRS can continue to ensure the TRS retirement plan receives favorable tax treatment.

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