Tax-related information

As a PERS retiree or member considering retirement, you need to be aware of certain tax-related rules and information that affect your retirement benefits. Explore the links below for helpful information.

Note: PERS staff are not financial planners nor tax advisors and cannot provide you with tax advice.

• 1099-R FAQs — A 1099-R is a form you’ll need to prepare your state and federal taxes each tax season. It reports the money you get from pensions and other retirement savings.
• Oregon tax withholding rules — Learn how you may be impacted by rules governing state income tax allowances.
• Tax remedy — Applies only to some Tier One members.
• Federal tax withholding calculator — The Internal Revenue Service offers this tool for estimating withholdings.
• Oregon tax withholding calculator — Oregon Department of Revenue offers this personal income tax calculator.