1099-Rs Tax Forms for Retirees
Mailed by January 31, 2020
SBCERA reports income to payees on IRS form 1099-R. Members in retired status, beneficiaries, and payees of SBCERA members, should receive their 1099-Rs in January. This form will be mailed no later than January 31, 2020.
View and Download an Electronic Copy
Your 1099-R form is available on MemberDirect. Log in to take advantage of this feature by following these simple steps:
- Sign-in to your MemberDirect account.
- Click on “1099-R Details”, which is listed in the right-hand menu under Benefit Information.
- Click the “View 1099-R PDF” button. The PDF will then appear on screen. From there, you can download and print your 1099-R.
- If you have more than one 1099-R (i.e. if you received more than one benefit during 2019) please select the applicable benefit from the dropdown menu option.
We are aware that certain Apple devices and Safari browsers may be unable to correctly print the downloaded 1099-R form. If you experience an issue, we recommend using a different internet browser, such as Google Chrome. Alternatively, you can use a Windows computer to print the document, or contact SBCERA if you have not received your 1099-R printed form via postal mail. We apologize for any inconvenience this may cause.