The 1099-R tax form reports the amount of income you received during the tax year. The form contains boxes you will need to use to complete your federal and state tax returns. The 1099-R tax forms are mailed by the end of January each year and available to access and download online by logging in to myCalPERS.

Here’s a detailed description of the information you’ll be provided:



This information isn't intended as tax advice. For more information, contact a professional tax adviser, the Internal Revenue Service or California Franchise Tax Board.