1099-R Tax Forms for Retirees
Mailed by January 31, 2019

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CCCERA reports income to retirees, survivors, and payees on a 1099-R tax form. This form should be filed with 2018 tax returns.

There are two reasons why you may receive two 1099-R tax forms for the 2018 tax year:

  • You turned 59 ½ during 2018 — 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 5, 2019. Please contact CCCERA if you do not receive your form by this date.

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