ACERA reports income to retirees and payees on IRS form 1099-R. The 1099-R forms for 2014 will be mailed to all retirees and payees no later than January 31, 2015. Form 1099-R should be filed with your 2014 tax return.

KEEP YOUR EYES PEELED! Coming in early 2015, ACERA will make your 1099-R form available on Web Member Services. Look for a notice on ACERA’s homepage and make sure you set up Your Personal Account to take advantage of this great feature.

Your 2015 Withholding Choices

Possible changes to state and/or federal tax law for 2015 might affect your tax withholding. To assess your federal tax withholding, use the IRS’s Withholding Calculator.

To change your withholding for 2015 federal and/or state taxes, log in to Web Member Services. Once you’re logged in, select the Web Forms link to change your withholding.

Alternatively, you can download the withholding change forms, print and complete them, and mail them to ACERA.

• IRS Federal  Form W-4P
• CA State Withholding Certificate for Pension or Annuity Payments

ACERA only handles federal and California state withholdings.