2023 1099-R Tax Forms Available in mySBCERA

January 16, 2024

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Retirees and Other Payees: 2023 1099-R tax forms are now available to download in mySBCERA. Hard copies will be mailed to all payees no later than January 31, 2024.

View and Download an Electronic Copy 

  1. Sign-in to your mySBCERA account.
  2. Click on “1099-R”, which is listed in the left-hand menu under Benefit Information.
  3. Click the “View” button. The PDF will then appear on screen. From there, you can download and print your 1099-R.
  4. If you have more than one 1099-R (i.e. if you received more than one benefit during 2023) please select the applicable benefit.

Need Answers?

Visit 1099-R Tax Forms for more information about 1099-Rs and answers to frequently asked questions.

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