Retiree Update - December 2023

The Retiree Update explains how to access your tax forms early, provides helpful information on taxes and PERA benefits, includes important dates to remember, and more.

To listen to an audio recording of the Retiree Update, click here.

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Log In for Earlier Access to Tax Information

If you want to get a head start on your taxes, the 1099-R and 1095-B tax forms will be available in your secure PERA account by mid-January. You can…

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Upcoming Dates to Remember

Review the information below for upcoming mailings, changes, and closures. Please allow at least five business days for postal delivery after a…

How to Read Your 1099-R

If you received pension benefit payments from Colorado PERA in 2023, we will mail year-end tax information on IRS Form 1099-R by January 31, 2024. You…

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Health Care Tax Forms

If you have health care insurance through PERACare, you will receive relevant tax forms from Colorado PERA or your health care plan. Form 1095-B…

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Taxes and PERA Benefits

This article is not intended as tax advice and specific questions about your taxes should be directed to the IRS, the Colorado Department of Revenue…

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Direct Deposit Available for Your PERA Check

You can expect a lot of mail in the next month, with a variety of year-end and tax information hitting mailboxes. Don’t let your monthly PERA benefit…

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Taxes and Public Safety Officers

If you are receiving a survivor benefit due to the death of a public safety officer who was killed in the line of duty, your benefit may be exempt…

PERACare ID Card Reminders

The table below includes information provided by the PERACare carriers on who will receive 2024 ID cards for the PERACare plans.

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What You Need to Know About RMDs

Due to deadlines, this online article is more up to date than the print version in the December 2023 Retiree Update.

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