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ORBIT Help »   Retiree Resources »   Tax Information »   1099R Income Tax Statements

1099R Income Tax Statements

​Each year, by January 31, a Form 1099-R (similar to Form W-2, Statement of Income and Tax Withheld, that you received annually while you were working) will be sent to you. Shown on the Form 1099-R are the amount of your retirement benefits, the taxable portion (if any), the amount of tax withheld (if any) and related information. Copies will also be sent to the Internal Revenue Service and North Carolina Department of Revenue. Therefore, you should report your retirement benefits on your federal and State tax returns regardless of whether you owe any income tax. You may also print out a 1099 from you ORBIT account. Log in and click on "View 1099/W2 Tax Documents." From there you can download and print your statements.

Tax Information

  • Federal Income Tax
  • North Carolina Income Tax
  • 1099R Income Tax Statements

Disclaimer

While this website is intended to be as accurate as possible, the explanation is subject in all respects to the detailed provisions of the North Carolina law. It must be understood that the explanation in this website cannot alter, modify, or otherwise change the controlling legal documents or N.C. General Statutes in any way, nor can any right accrue by reason of any statement or omission of any statement in this website.

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Contact Information

Retirement Systems Division
Address: 3200 Atlantic Avenue, Raleigh, NC 27604
Email: NC.Retirement@nctreasurer.com
Phone: (919) 814-4590
Call Center open Monday through Friday, 8:30 a.m. - 4:30 p.m.
Please Note: Currently, the Call Center takes a lunch break from 11:30 am to 12:30 pm

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https://help.myncretirement.com/retiree-resources/tax-information/1099r-income-tax-statements