Retirees: 2022 Tax Forms Are Available Now
1099-R Annual Tax Reporting Statements were mailed on January 11, 2023, and are available online now.
1099-R tax forms were mailed on January 11, 2023 to the addresses we have on record for retirees. This form contains information about reportable income and taxable income from SamCERA for 2022. It will also reflect the amount of federal and California taxes that have been withheld, if any.
Access Your 1099-R Online
Your 1099-R is available online to view and print in the MySamCERA member portal.
After logging in, click on “My 1099R’s” in the navigation menu, and from there you have the option to view or print a copy of current and past 1099-Rs.