Update: 1099-Rs mailed on January 23, 2020.
Members in retired status, as well as survivors of ACERA members, will receive their 1099-Rs in January. ACERA reports income to payees on IRS form 1099-R. The 1099-R forms for 2019 will be mailed to all payees no later than January 31, 2020. Form 1099-R should be filed with your 2019 tax return.
Get an Electronic Copy After January 19
Your 1099-R form will be available on Web Member Services on January 19, 2020. Log in to take advantage of this great feature.
Your 2020 Withholding Choices
To assess your federal tax withholding use the IRS Withholding Calculator.
To change your withholding for 2020 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, use these downloadable forms:
- Tax Withholding Form: IRS Federal Form W-4P
- Tax Withholding Form: CA State Withholding Certificate for Pension or Annuity Payments
ACERA only handles federal and California state withholdings.