Coming in January: 1099-Rs

Coming in January: 1099-Rs

If you are a benefit recipient receiving a monthly benefit, PERA will mail you a paper copy of your Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (1099-R) in January.

1099-Rs are printed and mailed in batches and benefit recipients may receive them at differing dates—however, all 1099-Rs will be mailed out by the end of January.

If you are receiving a monthly benefit, your 1099-R will be available online in your myPERA account on January 2nd. You can find it in your myPERA account, under payment information, to download and print at your convenience.

Be aware that PERA cannot reissue a duplicate paper 1099-R until mid-February. After this time, you can call or email our Member Services department to have a new copy mailed to you.

If you applied for a refund in 2021, your 1099-R will not be available on myPERA, and will be mailed only.

To learn more about 1099-Rs, visit Tax withholding and 1099s.