1099-R Tax Forms for Retirees
Mailed by January 31, 2017

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CCCERA reports income to retirees, survivors, and payees on a 1099-R tax form. This form should be filed with 2016 tax returns.

There are two reasons why you may receive two 1099-R tax forms for the 2016 tax year:

  • You turned 59 ½ during 2016 — one 1099-R reflects the payments to you for part of the year that you were under 59 ½ and the second 1099-R reflects the payments to you for part of the year that you were over 59 ½.
  • You retired under the age of 59 ½ and returned to work for your employer within 90 days of your retirement date for part of the year.

The 1099-R will be mailed no later than January 31, 2017.

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