Taxes

Switch to Paperless Tax Forms

Instead of waiting to receive your forms in the mail, opt out of paper and access your forms online now.

Learn the Steps

Overview

  • 1099-R tax forms are mailed by the end of January each year.
  • If you recently moved, be sure to update your mailing address.
  • You can access and download your tax statements online by logging in to myCalPERS.
  • To request a duplicate or replacement 1099-R tax form by mail, contact us.
  • Your 1099-R tax form includes the amount of retirement income you received during the tax year.