Tax Reporting

In compliance with current tax law, the Retirement System mails 1099R Forms to retired members at the end of January every year for tax filing. The 1099R Form details the SFERS benefits paid to you beginning December of the prior year through November 30 of the tax year being reported (e.g. December 2014 – November 2015).

If you do not receive your 1099R Form by the end of January, you can access a duplicate copy from the SFERS Member-Only Portal beginning in February.

You can also request a duplicate 1099R Form by contacting the Retirement System by phone at 415-487-7000, or in writing at: 1145 Market Street, 5th Floor, San Francisco, CA 94103.

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