[Ucrea] Accessing your tax documents

[Demetrius Antony Patrick]

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February 8, 2023

To:
UCR Emeriti & Retirees

Re:
Accessing your tax documents


How to access your tax documents
It's easier than ever to access your tax documents from your UC Retirement At Your Service (UCRAYS)<https://retirementatyourservice.ucop.edu/> account. When you view your tax statement(s), you will be sent an email to confirm it was a valid request and you will be required to verify your identity by entering a one-time code sent to you via text or email.
If you need help logging in to your UCRAYS<https://retirementatyourservice.ucop.edu/> account, just call the UC Retirement Administration Service Center at 1-800-888-8267, Monday-Friday, 8:30 a.m. to 4:30 p.m. (Pacific Time), and select option 1. To minimize wait times, UnifyHR (a trusted UC partner) is providing additional support for UCRAYS issues. Learn more about getting help with UCRAYS<https://ucnet.universityofcalifornia.edu/retirees/ucrays-how-to-guide.html>.
1099-R statements
Select "Tax Statements" on your UCRAYS dashboard to view or download your 2022 1099 or 1095-B tax statements. If you requested US Mail delivery, your printed form was mailed to the address you have on file by Friday, January 27, 2023; you also have the option to view it on UCRAYS.
1095-B forms
*       UC Care, CORE and UC Health Savings Plan: The 1095-B form will be available in UC Retirement At Your Service (UCRAYS)<https://retirementatyourservice.ucop.edu/> and will be available for download during the week of January 24, 2023. If you opted-in for electronic distribution of all tax documents, you will not receive a paper copy of your 1095-B form. If you opted out of electronic distribution of your tax documents, your 1095-B form will be mailed to your home address. Forms have been mailed out and will be received over the next few weeks, depending on the timing of USPS delivery.
*       Kaiser Permanente and UC Blue & Gold HMO: You will receive a paper form directly from your health insurance carrier (Kaiser or Health Net).
*       UC Medicare plans: The Centers for Medicare and Medicaid Services (CMS) is the responsible entity for issuing 1095 forms for all individuals on Medicare, including UC retirees enrolled in UC-sponsored Medicare plans or in Medicare plans through Via Benefits. If you had Medicare Part A coverage for part of 2022, you will have a 1095-B form mailed directly to you from CMS. At this time, it is unknown when the mailings are expected to be released. If you had Medicare Part A coverage for all of 2022, you will not receive 1095-B forms from CMS.



UCR Retirement Center
retirees at ucr.edu<mailto:retirees at ucr.edu>







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