LACERS mails 1099-R tax documents to retirees and beneficiaries
for the previous tax year on or before January 31 in
accordance with Internal Revenue Service (IRS) rules. Please note
that 1099-Rs are only sent to the address on file with LACERS.
If you have recently moved or changed your address, update it
with LACERS as soon as possible by submitting a
Change of Address form.
Requests for Duplicate 1099-R
If you did not receive your 1099-R, the earliest you may request
a duplicate 1099-R to be mailed to you is the second week of
February. Also, you may view your 1099-R on your MyLACERS
online account at your convenience.
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 adviser or the IRS.