CalSTRS Outlook

Making Sense of the Headlines
Volume 6, No. 5

CalSTRS Outlook is an email summary of the latest news releases and other items of interest related to CalSTRS benefits and services.

What's New

Form 1099-R Available on myCalSTRS

Form 1099-Rs for the 2014 tax year were mailed on January 20, 2015. You can view and print additional Form 1099-R statements by logging into myCalSTRS.

The form includes payments issued from January 1, 2014 through December 31, 2014. View or print your Form 1099-R or make changes to your current tax withholding preferences on myCalSTRS.

In compliance with IRS guidelines, your 2014 Form 1099-R no longer includes Copy 2. We recommend you make a copy for your records.

Additional Information About Your Form 1099-R

General Information

Infographic: CalSTRS Members at a Glance 2014

Enjoy this look back at 2014. Thank you for staying connected!

General Information

Pension2 Complements Your CalSTRS Retirement Benefit

CalSTRS Pension2 is CalSTRS’ voluntary defined contribution plan. Pension2 offers the opportunity to invest through tax-advantaged payroll deductions in low cost, flexible 403(b), Roth 403(b) and 457(b) plans for additional retirement savings.

General Information

Updated Publications

  • Tax Considerations for Rollovers
    Summarizes federal and state rules on rollovers, including income tax withholding, and payments to surviving spouses and beneficiaries.
  • Social Security, CalSTRS and You
    Explains the two federal rules that affect the Social Security benefits you may receive as a spouse or through other employment. These rules do not affect your CalSTRS retirement benefit.

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