ACERA 1099-Rs Will Be Mailed in January 2023
ACERA retirees and survivors will receive their 1099-Rs in January. ACERA reports income to payees on IRS form 1099-R, and the form should be filed with your 2022 tax return. The 1099-R forms for 2022 will be mailed to all payees no later than January 31, 2023.
Get an Electronic Copy Starting January 16
Your 1099-R form will be available on Web Member Services starting on January 16, 2023. Log in to take advantage of this great feature.
Consider Your 2023 Income Tax Withholding Choices
To update your income tax withholding for 2023, simply follow the instructions on each of the withholding forms linked below. Avoid paper, ink, scanning, and hassle by using the DocuSign forms.
Federal Withholding Form
State Withholding Form
ACERA only handles federal and California state withholdings.