1099-R Form

1099-R Tax Form

Overview

LACERS 1099-R MAILINGS

LACERS mails 1099-R tax documents to retirees and beneficiaries for the previous tax year on or before February 1 in accordance with Internal Revenue Service (IRS) rules. 1099-Rs can also be viewed and printed inside MyLACERS accounts. Please note that 1099-Rs are only sent to the address on file with LACERS.

If you have recently moved or changed your address, you can update your address online inside your MyLACERS account.  If you do not have a MyLACERS account or if you live outside of the country, you may fill out a Change of Address form with your new information and submit it through the Secure Document Upload. Update it with LACERS as soon as possible, address changes made before the 12th of the month are effective immediately. Those made on or after the 12th of the month are effective on the 1st of the following month.

Learn more by watching LACERS’ 1099-R Tax Forms video

Requests for Duplicate 1099-R

If you did not receive your 1099-R in the mail, you can view and print your 1099-R inside your MyLACERS account. If you do not have a MyLACERS account, the earliest you may request a duplicate 1099-R to be mailed to you is the second week of February. 

TAX FORM 1095-B AND FORM 1095-C

Please be aware that you may receive one or more forms providing information about the health care coverage that you had or were offered in the previous year.

Most retirees will receive a Form 1095-B which is sent to them directly from either the Centers for Medicare and Medicaid Services (CMS) or their health plan carrier through LACERS (i.e., Kaiser Permanente or Anthem Blue Cross). Some retirees may receive both a Form 1095-B and Form 1095-C if they retired within the last year; one will reflect their LACERS coverage and one their City of Los Angeles coverage while working.

Please do not contact LACERS if you do not receive your Form(s) as LACERS does not generate or have access to them. You may request a duplicate directly from your health insurance carrier.

For questions about using Forms 1095-B and 1095-C to file your taxes, please consult with your tax advisor or the IRS.

Log in