Retirees: 2023 Tax Forms Are Available Now
January 03, 2024
1099-R tax forms will be mailed by January 31, 2024 to the addresses we have on record for retirees. This form contains information about reportable income and taxable income from SamCERA for 2023. It will also reflect the amount of federal and California taxes that have been withheld, if any.
Access Your 1099-R Online
Your 1099-R is available online to view and print in the MySamCERA member portal.
After logging in, click on “Your Plan” in the navigation menu, then click on 1099R Tax Information, and from there you have the option to view or print a copy of current and past 1099-Rs.