Get Your Electronic 1099-R Now. ACERA Will Mail Paper 1099-Rs on January 20


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.

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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

DocuSign PDF

State Withholding Form

DocuSign PDF

ACERA only handles federal and California state withholdings.