Retirement Benefits

Your 2023 Tax Forms Are Now Available in myCalPERS

Your 2023 1099-R and W-2 tax statement forms are now available online in your myCalPERS account.

Access Your Statements by Following These Simple Steps

  • Log in to myCalPERS
  • From the Statements dropdown menu, select Tax Statements
  • Select your 2023 Tax Statement

Your 1099-R and W-2 forms are for reporting your retirement income from the previous year. You will find up to three years of tax statements if they are available. For retirees who live outside the United States, 1042-S forms are also available in myCalPERS.

Check Your Mailbox for Your Tax Form

If you haven’t opted into paperless tax forms, hard copies of the 2023 1099-R and W-2 forms were mailed to the addresses we have on record. The 1042-S forms have also been mailed.

More Information About Taxes

Check out our Quick Tip video on preparing for tax season. Or learn more about your 1099-R tax form and changing your tax withholding.