1099-R Tax Forms

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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 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 leftt-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 2019) please select the applicable benefit from the dropdown menu option.

Need Answers?

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

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.

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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