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https //mypay.dfas.mil/#/military retiree/1099 r

Posted on by Freddy
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https //mypay.dfas.mil/#/military retiree/1099 r

Military retiree and annuitants can obtain copies of their 1099-R through myPay at https://mypay.dfas.mil/. It is a fast and secure way to access your tax statement and manage your retirement or annuity account day to day.

Use the following instructions to access your 1099-R through myPay:

  1. Familiarize yourself with the password requirements
  2. Go to https://mypay.dfas.mil
  3. Enter your login ID on the home page.
  4. Enter your password.
  5. Access your 1099-R under “Statements” by clicking on the “Tax Statement 1099R” menu option
  6. You can view, print and save your tax statements. Click on the “Printer Friendly 1099R” button.

If you have trouble accessing myPay, call 888-332-7411 for assistance accessing your myPay account. Customer support is available Monday through Friday, 8 a.m. to 5 p.m. Eastern Time.

Military Retirees also have access to the current year’s tax statement and up to four prior years’ tax statements on myPay.

SBP Annuitants also have access to the current year’s tax statement and up to two prior years’ tax statements on myPay.

How to get a 1099-R (Military Retirees & Annuitants):

Via the Internet:

Via the online myPay system:

    • Use myPay (https://mypay.dfas.mil). Options are available to download/print their 1099R. Customers can also create a new account, retrieve a forgotten login ID or reset a password. Once logged in, users can update mailing addresses, review their latest account statement. Customers with a valid email address in myPay will receive an email notification when their tax statements are available. Three years’ of 1099-Rs are available to retirees and annuitants via myPay. Not only are the annual statements available earlier than those provided by mail, but they’re available at the customer’s convenience.

Via Fax or the U.S. Mail

    • Customers may also send a letter including their name, Social Security number, date and signature. Requests may be either faxed or mailed.
      •  Fax number: 1-800-469-6559
      •  Address: Defense Finance and Accounting Service, U.S. Military Retired Pay, 8899 E. 56th Street, Indianapolis, IN 46249-1200.

Via the telephone

  • Automated Phone System:
      • Call 800-321-1080.
      • Select option 1 for Military Retired and Annuitant Pay.
      • Select option 1 “To Use our automated self-service system and reissue a 1099R.”
      • Select option 1 to request a 1099-R 24 hours a day, seven days a week, without waiting to speak to a customer service representative.
      • Enter your Social Security Number using your touch-tone keypad when prompted.
      • You should receive your 1099-R in 7 to 10 business days.

Many retirees and annuitants have opted to receive 1099Rs via the U.S. Postal Service. Tax statements are sent to the mailing address on record. If they have moved during the year or have not received their 1099R in the mail within a reasonable time, the Retired and Annuitant Pay customer care center (1-800-321-1080) is available Monday-Friday from 8 a.m. to 5 p.m. (Eastern). It is common during the tax season (December-April) to experience long wait times.

To get a military retiree/annuitant IRS Form 1042-S:

  • DFAS customers requiring an IRS Form 1042-S (Foreign Person’s U.S. Source Income Subject to Withholding) need to call the customer care center at 1-800-321-1080, Monday-Friday from 8 a.m. to 5 p.m. (Eastern).

Requesting a military/federal civilian employee IRS Form W-2:

Via the Internet:

    • Use myPay (https://mypay.dfas.mil). Options are available to create a new account, retrieve a forgotten login ID or reset a password. Once logged in, users can update mailing addresses, review their latest account statement and, of course, download/print their W-2. Customers logging in using a DoD Common Access Card (CAC) or accepted equivalent bypass the ID and password entry requirement.
    • The AskDFAS application (available via icons on the myPay and DFAS websites) may be used to submit requests for duplicate W-2s. Members will provide the necessary information in a secure online environment to allow payroll technicians to properly identify the member and send the document to the correct address. Please see notice at the top of this page for availability.

Via U.S. Mail:

    • Although most military members and federal civilian employees are required or encouraged to retrieve tax statements via myPay, some still receive W-2 forms via the U.S. Postal Service. Tax statements are sent to the mailing address on record.

Via telephone:

    • The Military Pay customer care center (1-888-332-7411) is available Monday-Friday from 8 a.m. to 5 p.m. (Eastern). It is common during the tax season (December-April) to experience long wait times.

At work:

    • Military finance offices at bases worldwide can reissue W-2 statements for members of their particular service.
    • Federal civilian employees can contact their assigned Civilian Pay Customer Service Representative (CSR) at the agency or department where they work for assistance.