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Member Report

Retiree Update – December 2025

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 online secure PERA account by mid-January.

How to Read Your 1099-R

If you received pension benefit payments from Colorado PERA in 2025, we will mail year-end tax information on IRS Form 1099-R by January 31, 2026. Your 1099-R will also be available in your online secure PERA account in mid-January.

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. Consider signing up for direct deposit for your PERA benefit check.

Taxes and PERA Benefits

Here are answers to some frequently asked questions about how federal and state income tax rules affect your benefit.

PERACare ID Card Reminders for 2026

This list outlines which PERACare carriers will provide 2026 ID cards for the PERACare plans.

What You Need to Know About RMDs

You may need to take action to satisfy an RMD if you participate in the PERA Defined Contribution (DC) Plan or voluntary retirement plans.

Health Care Tax Forms

If you have health care insurance through PERACare, you will receive relevant tax forms from PERA or your health care plan.

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 from federal income tax.