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1099R

Posted 8:00 AM by

It’s February! And that means tax filing season has kicked off and you will need a copy of your 1099R, detailing annuity payments received during 2016, to start the annual fun. Retirement Services finished printing and mailing out hard copy forms last week. If you have not yet received yours, it’s probably on the way but regardless, you can access your 1099R electronically today on Services Online.

Simply go to https://www.servicesonline.opm.gov/ . If you do not remember your password, click on the “Forgot Password” link to get a new one. While in Services Online, make sure we have your correct mailing and email addresses to ensure you receive future correspondence from us. And after filing, return to Services Online to tweak your tax withholdings for FY 2017, if necessary.

If you enjoy getting your 1099R quickly and easily online, like thousands of your fellow annuitants, and have not already done so, elect to “opt in” to go green and skip the “hard copy” entirely next year! Plus with the savings from not having to mail over 2 million 1099Rs, we could help improve services.

Skip the call to Retirement Services, Services Online is available 24-7 during tax season and year-round!


As January comes to a close, it is time to start assembling everything you need to file your Federal income taxes.   The “hard copy” 1099Rs are hot off the press and will be in the mail this week.  There is, however, a way to access your 1099R today.

Simply go to www.servicesonline.opm.gov (SOL).  If you do not remember your password for SOL, instructions are provided on how to get a new one.   While in SOL, make sure we have your correct mailing address and email address to ensure you receive future correspondence from us.

If you enjoy getting your 1099R quickly and easily online, and have not already done so, elect to “opt in” to go green and skip the “hard copy” entirely next year!

You can return to SOL if you need to tweak your tax withholding for FY 2015…or if you need another copy of your 1099R later.

There is no need to call Retirement Services during business hours, as SOL is available 24-7 during tax season and year-round!


 
 
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