Tax Season Survival Guide

With tax deadlines approaching, retirees should have their 2006 information and forms ready to go.

Retired Pay Account Statements (RAS) and 1099Rs are posted to myPay for quick and easy access. For retirees who do not have a myPay account or have requested hardcopy documents, these forms were mailed on schedule in December.

For retirees who have not received their end-of-year statements and tax forms, several options exist to request DFAS reissue them. 

The fastest and most secure delivery requires a Personal Identification Number (PIN) and a personal computer. All statements and forms are available for printing via the  myPay system. 

If a retiree has a PIN but does not have access to a personal computer, he or she can request a 1099R or RAS reissue by calling the Customer Service Center at 800-321-1080 and utilizing the Interactive Voice Response System.  This system is available 24 hours a day, seven days a week and allows callers to request reissue of statements without talking directly to a Customer Service Representative.

If retirees prefer to talk with a Customer Service Representative at 800-321-1080, they should understand that tax season is the busiest time of the year for the Customer Service Center as they are assisting customers with a myriad of issues in addition to tax questions.  The busiest days of the week are Monday and Tuesday.  The best times to call are Wednesday, Thursday, or Friday from 7:00 to 11:00 a.m. EST or from 2:00 to 7:30 p.m. EST

Reissue requests may also be made in writing. Retirees can send a request electronically via a Retired Pay Customer Inquiry Request available at https://ca.dtic.mil/dfas/s-retired/ret-pay.htm.  Postal correspondence should be mailed to Defense Finance & Accounting Service, U.S. Military Retired Pay, P.O. Box 7130, London, KY  40742-7130.

All requests should include the retiree’s name, Social Security Number, current address, current phone number, and a brief description of what documents are being requested.  Allow 30 days for processing.