Tax Form 1099-R

2018 Tax Form 1099-Rs have been mailed and are now available for download within MemberDirect.

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.

How to Access Your 1099-R

  1. Sign-in to your MemberDirect account.
  2. Click on “1099-R Details”, which is listed in the right-hand menu under Benefit Information.
  3. Click the “View 1099-R PDF” button. The PDF will then appear on screen. From there, you can download and print your 1099-R.

Within MemberDirect, you can also view, download and print Form 1099-Rs for each benefit type received dating back to 2005.

Need Answers?

For detailed information and answers to frequently asked questions about 1099-Rs, view our 1099-R FAQ publication.
If you feel there is an error on your Form 1099-R, please contact SBCERA to request a new or duplicate form.