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  1. Form 1099-R is the Internal Revenue Service form reporting a taxpayer’s distributions from pensions, annuities, IRAs, insurance contracts, profit-sharing plans and/or retirement plans (including section 457 state and local government plans).

  2. Your 2022 Form 1099-R reflects amounts paid during the 2022 tax year. The 2022 Form 1099-R includes payments issued from January 1, 2022, through December 31, 2022.

  3. Form 1099-R is the Internal Revenue Service form reporting a taxpayer’s distributions from pensions, annuities, IRAs, insurance contracts, profit-sharing plans and/or retirement plans (including section 457 state and local government plans).

  4. my CalSTRS is your online resource to access and manage your personal information on file with CalSTRS. Log in now to: Access your Retirement Progress Report. Manage your beneficiary recipient designations. Change your state and federal tax withholding preferences. View your account balances.

  5. The 1099-R tax form reports the amount of income you received during the tax year. The form contains boxes you will need to use to complete your federal and state tax returns. The 1099-R tax forms are mailed by the end of January each year and available to access and download online by logging in to myCalPERS.

  6. Reading your Form 1099-R. Form 1099-R is the IRS form reporting a taxpayer’s distributions from pensions, annuities, IRAs, insurance contracts, profit-sharing plans and/or retirement plans. Verify your CalSTRS representative.

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