ACERA Members Received Their 1099-Rs in January 2025
Get an E-Copy of Your 1099-R by Logging in to Your ACERA Account
ACERA retirees and survivors will receive their 1099-Rs in the mail by January 31, 2025. ACERA reports income to payees on IRS form 1099-R, and the form should be filed with your 2024 tax return.
Like last year, we’ve optimized your security by displaying only the last 4 digits of your Social Security Number on your 1099-R. Rest assured, when we transmit your data to the IRS, it will include your full Social Security Number, ensuring accurate matching with your records.
Access Your 1099-R Form Electronically
You can access your 1099-R form through your MemberDirect account, ACERA’s new online member portal.
To get started with MemberDirect, you’ll need the PIN we mailed to you on January 3, 2025. If you’ve already created your account using a previously requested PIN, you can log in now to view your form.
If you’re waiting for your PIN to arrive, please allow some time for delivery. Once it arrives, you can use it to create your MemberDirect Account by clicking here.
Important: If you request a new PIN through MemberDirect, it will replace any previous PINs, including the one sent on January 3. To avoid delays, wait for your original letter to arrive before requesting a new PIN.
Consider Your 2025 Income Tax Withholding Choices
To update your income tax withholding for 2025, simply follow the instructions on each of the withholding forms linked below. Avoid paper, ink, scanning, and hassle by using the DocuSign forms.
Federal Withholding Form
State Withholding Form
ACERA only handles federal and California state withholdings.