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1099-R tax forms are mailed by the end of January each year. If you recently moved, be sure to update your mailing address. You can access and download your tax statements online by logging in to myCalPERS.
You may view and/or print a copy of your 1099-R tax form by logging into your MyLAFPP portal. See below for a tutorial on how to access MyLAFPP. If you prefer to wait for a hard copy of your 1099-R tax form, it will be mailed to your address on file via U.S. mail on January 31st.
Reportable disability payments made from a retirement plan must be reported on Form 1099-R. Generally, do not report payments subject to withholding of social security and Medicare taxes on this form. Report such payments on Form W-2, Wage and Tax Statement.
Form 1099G information is available through your UI Online account. If you received taxable unemployment compensation, including if you became disabled and began receiving disability benefits, your UI Online account will be updated with this information by January 31.
Taxpayers should first contact the employer, payer or issuing agency directly for copies. Taxpayers who havent received a W-2 or Form 1099 should contact the employer, payer or issuing agency and request a copy of the missing document or a corrected document.
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What do I do if I have not received my Form 1099-R in the mail or need a duplicate copy? You may view and print your Form 1099-Rs for 2023 and prior tax years on myCalSTRS. Your 2023 Form 1099-R will be available online by January 31, 2024. In addition, duplicate Form 1099-Rs can be requested in writing.
Use the following instructions to get your 1099-R through Telephone Self-Service: Call 1-800-321-1080 or 317-212-0551. Select option 1 for Self-Serve. Select option 1 to request copies of your tax documents. Select option 1 1099-R. Enter Social Security Number when prompted.
However, if payments are not made on time or you left your employer and the loan had not been repaid in full when you separated your employment, the loan will default. When the loan defaults, it becomes taxable, and youll receive a Form 1099-R for the tax year in which it defaulted.

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