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Retirees: 2024 Tax Forms Are Available Now
1099-R Annual Tax Reporting Statements have been mailed and are available online now.

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1099-R tax forms have been mailed to the addresses we have on record for retirees and beneficiaries. This form contains essential tax information including reportable income, taxable income, federal taxes withhold, and California state taxes withheld, if applicable.

Access Your 1099-R Online

Follow these steps to view and print your 1099-R online or use the 1099R Quick Reference Guide:

  1. Log in to MySamCERA on a computer or laptop.
  2. Click on Your Plan on the left navigation menu.
  3. Select 1099R Tax Information.
  4. Select a 1099R from the list to view and print.