Retirement Benefits

Simplify Your Life: Switch to Paperless Tax Forms

Cropped shot of a senior woman using a laptop to do the household finances

Want to make tax time easier? Get your 1099-R or W-2 paper tax statement online. Go paperless by December 31 and get your 1099-R in early January.

Opt out of receiving paper tax statements by December 31, 2023, in order to receive your CalPERS tax statements as soon as they are viewable online. You can make the change through your myCalPERS account, and you’ll receive an email from CalPERS in early January with your tax statements.

If you don’t opt out, you’ll still receive your tax statements in the mail. Please ensure your CalPERS account is updated to reflect the most current and valid address for accurate delivery.

The process to switch to paperless is easy. Just follow these steps:

• Log in to myCalPERS.
• Choose a verification method and enter your code.
• From the MyAccount dropdown menu, select Mailing Preferences.
• Scroll down to your Tax Forms, select the Online option.
• Click Save.

Find out all you can do in myCalPERS

Use myCalPERS to review account details, access statements, take advantage of ways to learn more about your retirement benefits, schedule an appointment, or send us a confidential message.

Don’t have a myCalPERS account?

Go to myCalPERS to get started. Our online portal lets you access real-time details about your CalPERS account. You can also call the CalPERS Customer Contact Center at 888 CalPERS (or 888-225-7377) for assistance to set up your account.