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To maintain security and confidentiality, the Tax Statement application will timeout in 20 minutes if there is no activity. If your session does expire, you must sign in again.
Select Delivery Method
You may elect to receive your tax statement(s) electronically in lieu of a printed paper copy. By default, you will receive a printed, paper copy of your tax statement(s) unless you elect to change to an electronic format. To change your delivery method, choose the SELECT DELIVERY METHOD sub-menu option from the Tax Statements menu screen.
You will be presented with a new screen that allows you to select your delivery method, and you may change your delivery method as many times as you want through mid-January. An email address is required on file before you may select the electronic delivery method.
If you select electronic delivery you will be notified at the email address on file when your tax statement is available for viewing. The IRS requires UC to send a written notice within 30 days if an email cannot be delivered.
If, for some reason, you cannot complete your consent online, please contact the Retirement Administration Service Center (RASC).
Tax Statement Selection
The Tax Statement Selection page displays a line for each tax statement that is available for your online review. For each statement, the Tax Year, Form, and Benefit or Distribution Type are provided. You can view a statement by clicking on the desired Tax Year and Benefit Distribution Type.
Types of Tax Statements
There are 4 types of tax statements that are viewable in this application: 1099-R, 1042-S, W-2, and 1095-B.
You will receive a 1099-R if you have any of the following Benefits or Distribution Types:
- UCRP Member
- UCRP Beneficiary
- UCRP Former Spouse
- UC PERS Member
- UC PERS Beneficiary
- UC PERS Former Spouse
- CAP or Other Refund
You will receive a 1042-S if you are a non-resident alien and have any of the following Benefits or Distribution Types:
- UCRP Member (NRA)
- UCRP Beneficiary (NRA)
- UCRP Former Spouse (NRA)
- UC PERS Member (NRA)
- UC PERS Beneficiary (NRA)
- UC PERS Former Spouse (NRA)
- CAP or Other Refund (NRA)
You will receive a W-2 if you are a non-resident alien and have any of the following Benefits or Distribution Types:
- UC 415(m) Member
- UC 415(m) Beneficiary
- UC 415(m) Former Spouse
- Imputed Income
You will receive a 1095-B if you, your spouse (if you file a joint return), and individuals you claim as dependents had qualifying health coverage (referred to as "minimum essential coverage") for some or all months during the year. UC-sponsored coverage is an eligible employer-sponsored plan, which meets the requirement for minimum essential coverage. (For more information on the requirement to have minimum essential coverage and what is minimum essential coverage, see the IRS Individual Shared Responsibility Provision.)
If you are a non-Medicare retiree covered under UC Care or Core Medical, your 1095-B statement will be available in AYSO. If you are covered under Kaiser, Health Net, or Western Health Advantage (WHA), your 1095-B will be provided by your medical insurer. Medicare enrollees will receive a 1095-B from Medicare.
If you have more than one Benefit
Every benefit you are receiving is listed on the Tax Statement Selection page. The Benefit or Distribution Type column indicates which benefit you are viewing. Each benefit type results in a separate tax statement, and statements are sorted by Tax Year and Benefit or Distribution Type
Viewing a Tax Statement
In order to properly view and print a tax statement, you need to have the Adobe Acrobat Reader installed. If you do not have it installed, you can download the reader for free from Adobe's Acrobat Reader site.
Commonly Asked Questions
I completed a rollover of my Lump Sum Cashout/CAP account. Why did I receive a 1099-R?
In accordance with IRS regulations, the University must issue a 1099-R for each transaction. Box 1 (Gross distribution) shows the dollar amount of your Lump Sum Cashout/CAP rollover, however, Box 2a (Taxable amount) shows $0.00. This is because rollovers are reported as non-taxable transactions.
Why is Box 1 (Gross distribution) different than Box 2a (Taxable amount) on my 1099-R?
A portion of your Monthly Retirement Income is non-taxable due to your after tax contributions to UCRP in the 1980s.
Why do I have two different 1099-Rs for one year?
One 1099-R represents your Monthly Retirement Income or Lump Sum Cashout, and the other 1099-R represents your CAP distribution.
Why did I get a 1099-R and a W-2?
Active employees who separated from UC employment and retired during the previous tax year will receive a W-2 for payroll earnings (active employment) and a 1099-R for UCRP retirement income. If you were retired during the entire previous tax year, the W-2 might represent imputed income or 415(m) payments from the 415(m) Restoration Plan.
I retired last year, but was not issued a 1099-R.
If you retired in December of the previous tax year, your first check was not issued until January of the current year. Therefore, you will not receive your first 1099-R until next year (for the current tax year).
Where is my 1095-B?
If you are a non-Medicare retiree covered under UC Care or Core Medical, your 1095-B statement will be available in AYSO. If you are covered under Kaiser, Health Net, or Western Health Advantage (WHA), your 1095-B will be provided by your medical insurer. Medicare enrollees will receive a 1095-B from Medicare.
I did not have enough taxes withheld for the past tax year. How can I increase my tax withholding?
As a retiree, you may make changes to your Federal and California State income tax withholding for your UC Retirement Plan (UCRP) pension by completing the Tax Withholding Election form UBEN 106.
I receive UCRP Disability income. Shouldn't my 1099-R income be non-taxable?
You are receiving UCRP Disability Income because you met the UC definition of disability. This benefit may be considered taxable by the Internal Revenue Service. Please contact them for further information regarding the potential taxability of this benefit.
How long will I be able to access my Tax Statement?
Initially, only 2010 tax statements will be available. At a later date, you will be able to view up to five years worth of tax statements.
Why can't I see my Tax Statement?
If your Tax Statement Selection page does not list any statements, there are no tax statements available for you to view. If you believe this is in error, please contact the Retirement Administration Service Center (RASC).
If you receive a message stating that your Statement could not be generated, please exit At Your Service Online, log in again, and try to open your statement once more. If this is not successful, please contact the Retirement Administration Service Center (RASC).
Questions or Problems
If you have questions about a tax statement, or problems using this online service, please contact the Retirement Administration Service Center (RASC).