Each year MercedCERA provides you with a 1099-R form that
contains information on the benefits paid to you by MercedCERA in
the prior calendar year. Box 1 of the 1099-R, labeled “Gross
Distribution,” contains the total amount of the retirement
benefits paid in the prior year. MercedCERA mails 1099-Rs to
benefit recipients in late January. If you need a replacement
1099-R please contact MercedCERA, and allow 3-4 days for
delivery.
MercedCERA will only reissue a revised 1099-R form if MercedCERA
made an error and the error must be corrected. 1099-Rs that are
issued in a year in which the service connected disability
retirement is granted will reflect non-taxable benefits
prospectively from the date such service connected disability is
granted and no retroactive adjustments will be made to 1099-Rs
for prior tax years.
