1099-R Information

The 1099-R Information screen allows you to view information about your 1099-R tax forms. 1099-R forms are the end of year tax forms you receive from SCERA to file with your income taxes.

To access the 1099-R Information screen, click on the 1099-R option in the left menu (under Benefit Information). The 1099-R Information screen appears.

If you have more than one type of benefit, click on the down-arrow in the Select Benefit Type field and select the benefit for which you are interested in viewing 1099-R information.

The Selected Year field automatically displays the most recent year for which you have received a 1099-R, but you can click on the down-arrow and select a different year.

1099-R Information section displays the following:

• Print Status - This will appear as either Original or Corrected. An original 1099-R is the first one issued to you for the tax year. A corrected 1099 is one that was modified in some way making it different from the original (for example, to correct the name or address under which the 1099 was filed).
• Status Date - Date on which the most recent 1099-R for this tax year was issued to you.
• State - State for which state taxes were withheld.
• Gross Distribution - Total amount of retirement benefit payments before any tax withholdings.
• Taxable Amount - Amount of the Gross Distribution that is taxable.
• Federal Tax Withheld - Amount withheld for federal taxes.
• State Tax Withheld - Amount withheld for state taxes.
• Distribution Code 1 - This is a code that describes how your benefits are being paid.
• Distribution Code 2 - If needed, this field displays a code that further describes how your benefits are being paid.
• Employee Contributions - Total amount on which no taxes need to be calculated (your contributions on which you have already paid taxes).
• Distribution Percent - Percentage of any survivors benefit you received. This field is empty if you received no survivor benefits during the tax year.

1099-Rs can be viewed and printed by clicking the View/Print 1099-R Form link if a 1099-R is available for the year selected. Forms can be viewed online beginning with tax year 2012. Note that Adobe Reader is required to view or print the 1099-R since it is generated as a PDF document. The 1099-R Information screen provides a link to obtain a free download of Adobe Reader if needed. In addition, this screen provides a link to the Adobe Reader Verification page, which verifies that you have a supported version of Adobe Reader installed, and provides links to Adobe user documentation.

Go Back to the Main Help Menu