IRS Form 1099-R’s were mailed on January 15th. All SDCERS retirees and beneficiaries who received a payment from SDCERS in 2020 should have received their 2020 1099-R forms via U.S. mail by now. You can also access your tax forms online by logging into your Member Portal account, clicking on “Tax Reporting” on the left, and selecting “2020 1099R,” which will allow you to download an electronic copy. You can also update your tax withholding preferences on your Member Portal by clicking on “Tax Withholding.” This guide explains how to update your tax withholding preferences.
For a detailed explanation of the pertinent information in your 1099-R, as well as answers to frequently asked questions regarding this tax form, please review our 1099-R Fact Sheet. If you have additional questions, please contact the Call Center at (619) 525-3600 or submit your questions electronically via our Contact Us web form.