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 available to you. Form 1099-R shows 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.

Good News! We are offering the option to Go Paperless for year-end tax documents.

Update your delivery preference in ORBIT. Log in to your ORBIT account and click 1099/W-2 in the left navigation.

Coming later this year, you will be able update your delivery preference in ORBIT. Log in to your ORBIT account and click 1099/W-2 in the left navigation. In order to opt-in for paperless for tax documents released in 2023, you need to update your delivery preference by December 31.

Why Go Paperless and select e-Delivery?

  • View tax documents quickly and easily.
  • Convenient access 24/7.
  • Get email notifications when your documents are ready to view.
  • More secure than regular U.S. Mail.
  • Sustainability! Go Paperless = Go Green. 

Simply log in to your ORBIT account and click the Tax Document Delivery Preferences to manage your e-Delivery options for your tax documents.

 

You may print out a 1099 from your ORBIT account. Log in and click on "View 1099/W2 Tax Documents.”