If you received retirement benefits last year, you are required by law to claim them on your taxes. Every year, we will send you your 1099-R form in January. For earlier access, if you have a valid email on file at SJCERA, you can access your 1099-R through our online portal.
Online Portal
Steps to Log into Portal:
- Access the portal login page.
- Enter the email you have on file with SJCERA, and the last 4 digits of your Social Security Number.
- If it is your first time logging in, you will be prompted to create a password. Keep this password on hand for future logins.
- Once logged in, you can:
- View the form
- Download as a PDF
- Print it for your records or your tax preparer
Watch this video for instructions on how to download, and view your form: https://youtu.be/WZZmYAhinKU?si=TToD5FzCxIVn1nU3
Frequently Asked Questions
Where is my 1099-R?
1099-R forms are mailed out in late January. Postage will be coming from Chicago and may be subject to unexpected delays.
I need a reprint of my form. How do I do that?
If you need a reprint of your 1099-R form for whatever reason, you can request one by emailing our office at contactus@sjcera.org. Please use the subject line "Reprint 1099-R" for faster processing.
What if I need the State/Payer's Tax Number?
If you are in need of the State/Payer's Tax Number for tax filing, please email our office at contactus@sjcera.org. Please use the subject line "Request State/Payer's Tax Number" for faster processing.