Retirees: 2020 Tax Forms Are Available Now
1099-R Annual Tax Reporting Statements were mailed on January 21.
1099-R tax forms were mailed on January 21, 2021 to the addresses we have on record for retirees. This form contains information about reportable income and taxable income from SamCERA for 2020. It will also reflect the amount of federal and California taxes that have been withheld, if any.
Access Your 1099-R Online
Beginning on January 22, 2021, you will be able to view and print your 1099-R online in the MySamCERA member portal.
After logging in, click on “My Documents” in the navigation menu, and from there you have the option to view or print a copy of current and past 1099-Rs.