1099-R Tax Forms to be Mailed Soon
Your 1099-R forms will be mailed by Wednesday, January 31st, 2024. Refer to the following information to learn more about the 1099-R form.
Please allow sufficient mail processing time before contacting SCERS. If you do not receive your 1099-R by February 12th, don’t hesitate to contact our office at (916) 874-9119.
Answers to frequently asked questions about the 1099-R:
Does SCERS have my most recent address?
SCERS uses the most current address listed on your Member’s Affidavit form to mail out the 1099-R. If your address has changed, please submit a Member’s Affidavit form as soon as possible to update SCERS with your current address. The Member’s Affidavit is available here.
What is a 1099-R?
A 1099-R reports the distribution of retirement plans and other income to the Internal Revenue Service (IRS). The 1099-R form is used by recipients to report income in their annual federal and state tax filing.
Why did I receive a 1099-R?
Members receiving a 1099-R received a distribution of income from SCERS due to one or many of the following distribution types:
- Recipient of Regular Pension Payments
- Cash-out of Contributions and Interest
- Death Benefit Payment
- Alameda Correction
Why did I receive two (2) 1099-R forms from SCERS?
SCERS processed 1099-R forms based on the above distribution types. If you received more than one distribution type you will receive more than one (1) 1099-R form.
Do I receive a 1099-R even though I rolled over my distribution to a tax-deferred account, such as a 457 or a 401k?
Yes. Rollover distributions must be reported on a 1099-R even if the transaction is tax-free. SCERS files these amounts to the IRS to report that the distribution was sent to another retirement account.