CCCERA reports income to retirees, survivors, and payees on
a 1099-R tax form. This form should be filed with 2020
tax returns.
There are two reasons why you may receive two 1099-R tax forms
for the 2020 tax year:
- You turned 59 ½ during 2020 — 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.
Forms should be received by February 10, 2021. Please contact
CCCERA if you do not receive your form by this date.
Disclaimer
CCCERA makes no representations or warranties, expressed or implied, with respect to the materials found at this site. It is intended for general information purposes only. In addition, CCCERA cannot and does not represent that the information on this website is current. While CCCERA has made every reasonable effort to offer the most current information possible, inadvertent errors can occur.
CCCERA is governed by California law as well as the Internal Revenue Code and various rules and regulations, all of which are complex and subject to change. In the event of any conflict between these governing authorities and the information on this website, the governing authorities have precedence. Site users are strongly encouraged to consult with a CCCERA representative about specific issues and not rely on the general information contained in this website.
The information provided is not intended to serve as legal advice or as legal opinion. By using this site, the site user agrees to release and hold CCCERA, and its agents and representatives, harmless from any and all claims, demands, and causes of action of any kind or nature whatsoever now and in the future arising out of or in connection with the use of this site or the information provided herein.
