DFAS Instructions for Retiree Tax Forms

Many mil­i­tary retirees and annu­i­tants opt for mail deliv­ery of
their impor­tant year-end tax forms (1099R) and most will get their
1099R with­out too much has­sle. How­ever, some retirees and
annu­i­tants have moved dur­ing the year with­out updat­ing their
infor­ma­tion with the Defense Finance and Account­ing Ser­vice or some
mis­place the orig­i­nal they receive in the mail. Each year, DFAS gets
bom­barded with requests for 1099Rs.

To help avoid the long phone waits on hold, DFAS has issued the
fol­low­ing instruc­tions for retirees and annu­i­tants to get their tax
doc­u­ments using myPay, the DFAS auto­mated phone sys­tem or Fax.

Using the myPay sys­tem:

Mem­bers can view, print or save a copy of a 1099R using myPay by
fol­low­ing the steps below:

Step 1. Go to https://​mypay​.dfas​.mil/​m​y​p​a​y​.​a​spx.

Step 2. Enter your Login ID on the home page.

Step 3. Enter your pass­word on the vir­tual key­board when prompted.

Step 4. Access 1099R from the “Main Menu” by click­ing on the “Tax
State­ment” option.

Step 5. View, print or save tax state­ment. Those who have trou­ble
read­ing the graphic ver­sion should click the “Text Ver­sion” link.

Note: Users who have trou­ble access­ing myPay should call 888–332-7411
and select option num­ber 5. Cus­tomer sup­port is avail­able Mon­day
through Fri­day, 7 a.m. to 6:30 p.m. East­ern time.

Videos that explain how to use myPay are avail­able at www​.youtube​
.com/​u​s​e​r​/​W​e​P​a​y​DoD.

OR -

By Auto­mated Phone Sys­tem:

Step 1. Call R&A Pay at 800–321-1080.

Step 2. Select option 4 to request a 1099R 24 hours a day, seven days a
week with­out wait­ing to speak to a cus­tomer ser­vice rep­re­sen­ta­tive.

Step 3. Enter your Social Secu­rity Num­ber using your touch-tone
key­pad when prompted.

Note: Your 1099R should arrive in 7 to 10 busi­ness days.

If you are still expe­ri­enc­ing dif­fi­cul­ties and need to speak to a
cus­tomer ser­vice rep­re­sen­ta­tive, you should call 800–321-1080
Tues­day through Fri­day between 7 a.m. and 7:30 p.m. EST and select
option 0. In the event that call vol­umes are high and DFAS is unable to
serve cus­tomers as quickly as we would like, you may expe­ri­ence a
“cour­te­ous dis­con­nect” inform­ing you that you are either being
routed back to the auto­mated sys­tem or request­ing that you call back
at another time. This avoids long delays caused by exces­sive wait times.

OR -

By Fax:

Step 1. Write a short let­ter request­ing a new copy of your 1099R.

Step 2. Include your name, Social Secu­rity Num­ber, mail­ing address,
sig­na­ture and date.

Step 3. Fax your request to 800–469-6559 or mail it to:

Retirees:

Defense Finance and Account­ing Ser­vice

U.S. Mil­i­tary Retire­ment Pay

P.O. Box 7130

Lon­don, KY 40742–7130

Annu­i­tants:

Defense Finance and Account­ing Ser­vice

U.S. Mil­i­tary Annu­i­tant Pay

P.O. Box 7131

Lon­don, KY 40742–7131

Note: Your 1099R copy should arrive in about two weeks.

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