Retirees/Recipients: Tax Information
Published: December 29, 2023
1099R – Pension Tax Document
As a pension payee, if you had taxable income, you will receive a 1099R from SCERA, not a W2 which is the tax document issued by an employer. SCERA will issue 1099Rs no later than January 31, 2024 as required by the IRS. These will be mailed to the address on file so make sure that your information is up-to-date. We will not reissue any missing 1099Rs until the week of February 12, 2024 to allow for delays in the mail delivery.
You may also access a copy of your 1099R in your MySCERA account (myscera.org). Please check your account now to ensure that you have created one. If not, please contact SCERA to have an enrollment letter mailed to you. If you have an account and no longer remember your login information, you will need to walk through the links on the home screen. SCERA’s turnaround time for helping with MySCERA issues the week that 1099Rs are issued is going to be severely impacted.
Never schedule an appointment with a tax preparer until you have ALL of your required tax documents. Many companies are not able to process missing tax document requests the same day they are contacted. SCERA is no different!