ACERA’s 1099-R forms for 2022 will be mailed to all payees on January 20, 2023 ahead of the January 31, 2023 deadline. ACERA reports income to payees (including retirees and survivors) on IRS form 1099-R, and the form should be filed with your 2022 tax return.
Get an Electronic Copy Now
Your 1099-R forms are available now on Web Member Services. 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.