News & Events

Retirees: Your 2018 Tax Forms are Now Available

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Tax season officially begins Monday, January 28. Here’s what you need to know as a retiree to complete your federal and state tax returns.

Access Your Statements Online

The 2018 W2 and 1099-R tax forms are now available for retirees in my|CalPERS.

For retirees who live outside the United States, the 1042-S forms will be available in my|CalPERS by close of business next Tuesday, January 29.

From your my|CalPERS account, you can also access and print your statements from the last five years, if available.

Prefer Paper?

Keep an eye out for hard copies your W2 and 1099-R forms, which have been mailed to the addresses we have on record. The 1042-S forms will be mailed out next Tuesday, January 29.

 

For more information, check out our previous post on preparing for tax filing season. You can also learn about your 1099-R tax form and changing your tax withholding on our website.