If you’re an ACERA retiree, survivor, or payee, ACERA reports income to you on a 1099-R form. Your 1099-R for 2016 will be mailed no later than January 31, 2017.
Additionally, you will be able to get your 1099-R form online on January 31, 2017 by logging into your ACERA Web Member Services (WMS) account. If you’ve already created a WMS account, simply use your username and password to log in. If you need an account, click the Need an Account link to create one.
Form 1099-R should be filed with your 2016 tax return.
Your 2017 Withholding Choices
Possible changes to state and/or federal tax law for 2017 might affect your tax withholding. To assess your federal tax withholding, use the IRS’s Withholding Calculator.
To change your withholding for 2017 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.
ACERA only handles federal and California state withholdings.