Members in retired status, as well as survivors of ACERA members, will receive their 1099-Rs in January. ACERA reports income to payees on IRS form 1099-R. The 1099-R forms for 2021 will be mailed to all payees no later than January 31, 2022. Form 1099-R should be filed with your 2021 tax return.

Get an Electronic Copy After January 17

Your 1099-R form will be available on Web Member Services on January 17, 2022. Log in to take advantage of this great feature.

Your 2022 Withholding Choices

Normally ACERA would recommend assessing your federal tax withholding use the IRS Withholding Calculator. However, the linked IRS website indicates the withholding calculator will be down for maintenance until late January. In the interim, members can simply follow the instructions on the IRS W4-P tax withholding form linked below to calculate withholding.

To change your withholding for 2022 federal and/or state taxes, use these downloadable forms:

• Tax Withholding Form: IRS Federal Form W-4P
• Tax Withholding Form: CA State Withholding Certificate for Pension or Annuity Payments

ACERA only handles federal and California state withholdings.