Each year MercedCERA provides members with a 1099-R
form that contains information on the benefits paid to members 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. The 2023 1099-Rs
were mailed on January 25th. If members need a replacement
1099-R, please contact MercedCERA after February 15th 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.