CalRTA Merced/Mariposa Division 34

CalRTA Merced/Mariposa Division 34 Your voice in pension protection and retirement security. Become a member and support CalRTA Advocacy on your behalf. Anyone who supports education is welcome.

Our commitment is to keep our members informed about important issues affecting them. We promote community service and keeping members connected with each other through interesting trips and programs. You don't have to be a retired teachers to join.

browser** H.R. 7361 - The No Tax on Restored Benefits Act **Pre-Loaded Emails - Just Click and SendSuggested Message Bel...
03/18/2026

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** H.R. 7361 - The No Tax on Restored Benefits Act **
Pre-Loaded Emails - Just Click and Send
Suggested Message Below
CalRTA's President Emerita Susan Dixon and CEO Angelique Hill were in Washington, D.C. last week advocating for H.R. 7361 – the “No Tax on Restored Benefits Act.” This bill would ensure that the one-time, lump benefit payment under the Social Security Fairness Act is not subject to federal income tax.

Today we are emailing 10 Representatives who co-sponsored H.R. 82, the bill that repealed the Windfall Elimination Provision and Government Pension Offset.

Preloaded messages are included below.

CLICK and SEND - Simply click the links to open the preloaded messages in your email software. If it doesn’t open automatically, you can copy and paste the suggested message below.

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03/10/2026

** H.R. 7361 - The No Tax on Restored Benefits Act **
Pre-Loaded Emails - Just Click and Send
Suggested Message Below
CalRTA's President Emerita Susan Dixon and CEO Angelique Hill were in Washington, D.C. last week advocating for H.R. 7361 – the “No Tax on Restored Benefits Act.” This bill would ensure that the one-time, lump benefit payment under the Social Security Fairness Act is not subject to federal income tax.

Today we are emailing 10 Representatives who co-sponsored H.R. 82, the bill that repealed the Windfall Elimination Provision and Government Pension Offset.

Preloaded messages are included below.

CLICK and SEND - Simply click the links to open the preloaded messages in your email software. If it doesn’t open automatically, you can copy and paste the suggested message below.

Forward this Email to a Friend
CONTACTS

1. Representative John Garamendi (CA)
Staff: Robert.hurd@mail.house.gov

2. Representative Mark Takano (CA)
Staff: Adrienne.castro@mail.house.gov

3. Representative Julia Brownley (CA)
Staff: Sharon.wagener@mail.house.gov

4. Representative Ami Bera (CA)
Staff: Asha.samuel@mail.house.gov

5. Representative James Comer (KY)
Staff: Sarah.coffman@mail.house.gov

6. Representative Julia Letlow (LA)
Staff: Lindsay.linhares@mail.house.gov

7. Representative Thomas Massie (KY)
Staff: Raphael.schreiber@mail.house.gov

8. Representative Christopher Smith (NJ)
Staff: John.McDonough@mail.house.gov

9. Representative Brad Finstad (MN)
Staff: John.altendorf@mail.house.gov

10. Representative Guy Reschenthaler (PA)
Staff: handler.smith@mail.house.gov
SUGGESTED MESSAGE

Dear Representative,
As a member of the California Retired Teachers Association (CalRTA), I am writing to respectfully urge you to cosponsor H.R. 7361, (Lance Gooden TX) the No Tax on Restored Benefits Act. As a cosponsor of H.R. 82, you understand that many retired educators and public servants have waited years - sometimes decades - for the benefits they earned. When these long-overdue payments are finally issued as lump sums, taxing them can create a significant and unexpected financial burden. H.R. 7361 ensures fairness by exempting these one-time payments from federal taxes, protecting retirees who live on fixed incomes and helping them fully receive the benefits they earned through years of dedicated service.

This legislation would amend the Internal Revenue Code to exclude from gross income certain Social Security benefits restored under the Social Security Fairness Act of 2023. Retired educators and public servants who finally received long-overdue restored benefits should not face unexpected federal income taxes on those payments. For many retirees living on fixed incomes, additional tax burdens create unnecessary financial strain.

H.R. 7361 ensures fairness and protects retirees from being penalized after finally receiving the benefits they earned. I strongly encourage you to support and cosponsor this important legislation.

Thank you,

** H.R. 7361 - The No Tax on Restored Benefits Act **Contact YOUR Representative to Co-SponsorSuggested Message BelowCal...
03/05/2026

** H.R. 7361 - The No Tax on Restored Benefits Act **
Contact YOUR Representative to Co-Sponsor
Suggested Message Below
CalRTA members are encouraged to contact their U.S. Representative and urge them to cosponsor H.R. 7361, the No Tax on Restored Benefits Act, introduced by Rep. Lance Gooden (TX). This bill would ensure that the one-time, lump benefit payment under the Social Security Fairness Act is not subject to federal income tax.

Retired educators and public servants who finally received their restored benefits should not face new federal tax burdens. H.R. 7361 provides fairness and financial protection for retirees living on fixed incomes.

While it’s unlikely this bill will pass in time to impact this year’s taxes, we know from the repeal of the WEP and GPO, progress takes persistence. Let’s bring that same determination to this effort.

Please contact your Representative today and ask them to support and cosponsor H.R. 7361.

IMPORTANT You will need to copy and paste your message into your Representative’s online contact form. Our usual “click and send” format cannot be used for this outreach.

Find Your Representative
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SUGGESTED MESSAGE

Please Cosponsor H.R. 7361 – No Tax on Restored Benefits Act

Dear Representative,
As a constituent and a member of the California Retired Teachers Association (CalRTA), I am writing to respectfully urge you to cosponsor H.R. 7361, the No Tax on Restored Benefits Act.

This legislation would amend the Internal Revenue Code to exclude from gross income the retroactive benefits paid under H.R. 82, which repealed the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) and was signed into law on January 5, 2025. Retired educators and public servants who finally received long-overdue restored benefits should not face unexpected federal income taxes on those payments. For many retirees living on fixed incomes, additional tax burdens create unnecessary financial strain.

H.R. 7361 ensures fairness and protects retirees from being penalized after finally receiving the benefits they earned. I strongly encourage you to support and cosponsor this important legislation.

Thank you,

Important Medicare Telehealth UpdateSusan Dixon, President Emerita, Federal LiaisonTelehealth has become an essential to...
02/21/2026

Important Medicare Telehealth Update
Susan Dixon, President Emerita, Federal Liaison

Telehealth has become an essential tool for older adults, especially retired educators who value timely access to care without unnecessary travel. Recognizing its importance, the federal government has taken action to expand and extend telehealth policies for Medicare beneficiaries. Some of these changes are now permanent, while others have been extended through December 31, 2027, ensuring continued flexibility for CalRTA members.

Medicare beneficiaries may receive non-behavioral and non-mental health telehealth services directly in their homes through the end of 2027. There are no geographic restrictions, meaning members can access care regardless of whether they live in urban, suburban, or rural communities. This removes long-standing barriers that once limited telehealth availability based on location.

All eligible Medicare providers are authorized to deliver telehealth services through 2027. This allows CalRTA members to continue seeing their existing physicians and specialists without disruption. In addition, Federally Qualified Health Centers (FQHCs) and Rural Health Clinics (RHCs) may serve as Medicare telehealth providers, expanding options for members who rely on these community-based clinics.
For behavioral and mental health care, Medicare has relaxed in-person visit requirements. Through December 31, 2027, patients are not required to have an in-person visit within six months of an initial telehealth appointment, nor are annual in-person visits required. This change supports continuity of care while reducing transportation and scheduling challenges.

Technology should not be a barrier to care. Medicare allows audio-only telehealth visits for non-behavioral services through 2027. Additionally, Medicare permanently allows two-way, real-time audio-only communication for telehealth services provided to patients in their homes when video technology is not available, not feasible, or not consented to by the patient.

These telehealth policies promote independence, convenience, and access to care—values that directly benefit retired educators. By reducing travel, increasing provider availability, and accommodating varying levels of technology access, telehealth ensures CalRTA members can maintain their health while aging with dignity.

I will continue to monitor federal policies affecting Medicare and advocates for the preservation and expansion of telehealth services that support the health and well-being of retired educators.
CalRTA Is Your Voice at CalSTRS
Dr. Kathy Kinley, Governmental Relations Committee Chair

CalSTRS Retirement is the first plank of CalRTA’s policy platform. CalSTRS pensions are the main income for most of our members. Because of this, President Mark Allen, Legislative Advocate Jennifer Baker and I meet regularly with CalSTRS staff. We also attend all State Teachers Retirement Board meetings such as the one held January 28-29 where we addressed member concerns with the myCalSTRS login process and the long waits at CalSTRS call centers. Your concerns were heard, and we will continue to monitor the process.

Here are helpful suggestions if you have not yet registered your new login to your myCalSTRS account:
Allot time to calmly complete the process.
Be sure you have a computer available. You will not be able to do this on your phone.
Go the www.calstrs.com. Click on the red oval my CalSTRS login.
Watch the “Registering a my CalSTRS account” help video.
It may be helpful to write notes of questions you will be asked and your answers.
Complete the process carefully. Be sure to review all information before submitting.
Keep login information in a safe place separate from your computer.
(Communications and Technology Committee Chair Sue Breyer created a "How to Create Your New myCalSTRS Account" tip sheet.)

Many members have been concerned about their 1099-R forms. CalSTRS mailed all forms by January 31, 2026. The forms can also be found by logging into your account. One change this year was the consolidation of 1099-R forms. In the past, members received two 1099-R forms if they received benefits from multiple payment types. This year most members will receive a single consolidated 1099-R.

Information was updated on the www.calstrs.com website on February 5, 2026. You can find information by clicking on “What is my CalSTRS?” It addresses multiple questions you may have. You can also find Form 1099-R FAQ (frequently asked questions). We will continue to dialogue with CalSTRS staff to help see that your issues are addressed.

Your Form 1099-R will be mailed by January 31 using your address on file and is available to download on myCalSTRS. Get answers to more of your tax form questions in our FAQ.

myCalSTRS has updated its website effective September 23, 2025. Please ensure you update all your information as soon as...
02/17/2026

myCalSTRS has updated its website effective September 23, 2025. Please ensure you update all your information as soon as possible.

02/17/2026

When decisions are made at CalSTRS, retirees need more than a seat at the table, they need a voice that’s heard.

CalRTA represents retired educators by advocating for transparency, accountability, and the long-term health of your pension.

We show up, speak out, and protect what you earned.

👉 Join us: https://calrta.org/join-us

02/06/2026
Health Insurance Premium Subsidies - UpdateJanuary 22, 2026Susan Dixon, President Emerita, Federal LiaisonThe U.S. House...
01/23/2026

Health Insurance Premium Subsidies - Update
January 22, 2026
Susan Dixon, President Emerita, Federal Liaison

The U.S. House of Representatives passed a resolution last week to extend health insurance premium subsidies for three more years. H.R. 1834 — the Breaking the Gridlock Act, passed by the House on January 8, 2026, with a vote of 230–196. It includes a three-year extension of the enhanced Affordable Care Act premium tax credits. However, the process has hit a procedural snag.

To move the extension quickly, the House used an existing bill on an unrelated topic and replaced its language with the subsidy extension. Unfortunately, when the bill was sent to the Senate, the incorrect version was transmitted.

Because the Senate is not close to reaching agreement on a revised version of the House bill, there is little urgency to correct the error and resend the proper language. As a result, action in the Senate is expected to be delayed.

The week of January 19-23 the Senate is not in session in D.C., it is a State Work period.

What this means for members:
If your health insurance premiums increased at the start of the new year, those higher costs are likely to remain in place for the foreseeable future while Congress works through these procedural issues.

I will continue to monitor developments closely and advocate for timely action that protects retirees and those nearing retirement.

2026 Congressional Calendar:
https://www.nab.org/documents/advocacy/2026NABCongressionalCalendar.pdf

01/10/2026

Governor Newsom Unveils 2026/27 Proposed Budget

The Governor released his 2026-27 budget proposal, which includes an overall budget of close to $349 billion, including $248.3 billion in General Fund expenditures, $23 billion in reserves, and $125.5 billion for Proposition 98. The budget projects a modest shortfall of close to $3 billion, much lower than the projected shortfall of close to $18 billion as projected by the Legislative Analyst’s Office.

The Rainy Day Fund will receive a $3 billion deposit for 2026-27, reflecting a catch-up covering two fiscal years of payment suspensions. This fund will additionally receive a small “true-up” for 2024-25 reflecting these changes. As a result, the projected 2026-27 balance will be $14.4 billion. The overall reserve includes $4.5 billion in the Special Fund for Economic Uncertainties, as well as $4.1 billion in the Public School System Stabilization Account, creating overall reserves for 26-27 of approximately $23 billion.

While a balanced budget proposal is presented for 2026-27, a $22 billion shortfall is projected for 2027-28, with an additional two years of shortfalls projected. The Governor has stated the May Revision will include an updated fiscal plan that would address these projected shortfalls, along with providing budget reserves, and will address the continued increase in ongoing baseline costs, which are continuing to increase above projections.

CalRTA Legislative Advocate Jennifer Baker summarized the details into a 5-page document posted to our website and linked below.

CalRTA will continue to provide updates as our state's elected and regulatory bodies work through the budget process.

Additional information is available on the Department of Finance's website.
Read CalRTA's 5-page CA State Budget Summary

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Merced, CA

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