1099-R Tax Forms

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1099-Rs Tax Forms for Retirees

Mailed by January 31, 2021

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, 2021.

View and Download an Electronic Copy 

Your 1099-R form is available on mySBCERA. Log in to take advantage of this feature by following these simple steps:

  1. Sign-in to your mySBCERA account.
  2. Click on “1099-R Details”, which is listed in the left-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.
  4. If you have more than one 1099-R (i.e. if you received more than one benefit during 2020) please select the applicable benefit.

Need Answers?

For detailed information and answers to frequently asked questions about 1099-Rs, view our 1099-R FAQs 2021

Notification

Coronavirus Updates

Our office is currently closed to the public, but we're working and available to assist you. Pension payments are on schedule and we are processing retirements. Visit our coronavirus (COVID-19) resource page for more information.

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