Each year we provide millions of tax statements, such as Form 1099-R, to our customers. Some arrive in the mail and others are downloaded from myPay accounts.
Did you know you have options for getting the information you need to prepare for the annual April tax deadline?
Retirees and Annuitants: 2023 Tax Year Statements
Tax statements sent through the U.S. Postal Service were in the mail as of January 13, 2024
. In many cases, the electronic online forms are available through myPay (https://mypay.dfas.mil
) much earlier and more securely than those sent to customers electing delivery by mail.
The Affordable Care Act 1095-B/C statements are available in myPay. You can also request a mailed Affordable Care Act 1095-B/C statement using the online askDFAS tool
beginning February 12, 2024. For more information, please see https://www.dfas.mil/taxes/aca/
1099-R Reissues can be sent beginning February 12, 2024. Please see below for the convenient options for getting a 1099-R reissue.
Options for getting your 1099-R
Use myPay to get your tax documents
Get the information you need – day or night – using myPay. Your tax documents are available earlier in myPay than through the mail.
If you've never used myPay, go to https://mypay.dfas.mil using the internet from your computer or your mobile device browser and click "Forgot or Need a Password" to have a temporary password mailed to you. The password will be mailed via regular mail to the address you have on file with DFAS and you will receive it in about 10 business days. Once you have received a password, return to the myPay home page and click "Create your myPay Profile" to get started. Enter your SSN and temporary password.
Here's our handy downloadable "Get Started with myPay" guide. Or watch the "Get Started with myPay" how-to video on our YouTube channel.
If you haven't logged in for a while, and you've forgotten your login ID or password:
Here's our handy downloadable "How to Request a New myPay Password" guide.
Here's our handy downloadable "How to Request Your myPay Login ID" guide.
If you are a retiree, don't use myPay and your mailing address on file with DFAS is current, you can get a copy of your 1099-R through our telephone self-service option.
Please note that 1099-R reissues requested through the telephone self-service option cannot be mailed prior to February 12, 2024.
Retirees and Annuitants: Use the quick and easy askDFAS online option
If the address you have on file with DFAS is out of date and you are not a myPay user, you can get your 1099-R sent to an updated address by submitting your request online at askDFAS. You can request your 1099-R be sent either to your current address or to a new address using an online form. Plus, you can request prior year 1099-Rs. You will receive your 1099-R in the mail in seven to ten business days.
We have good news for retirees and annuitants who need a duplicate IRS 1099-R mailed to a non-U.S.A. address! Our convenient askDFAS online tool for requesting a duplicate 1099-R will now work for foreign addresses.
Mail or fax your written request
If you prefer postal mail or fax, you can send us a written request, but please make sure you leave time for processing. It may take 30 days to process requests received by mail or fax. And remember to send your written request to the correct mailing address on our Customer Service webpage.
Find instructions at: https://www.dfas.mil/retiredmilitary/manage/taxes/getting1099r/viawrittenreq
Speak with one of our customer care representatives
Members with unique situations can speak directly to one of our customer care representatives. Depending on call volume, you may have to wait on hold while we assist other customers. Keep in mind that tax season is our busiest period. Please note that 1099-R reissues requested from our customer care center cannot be mailed prior to February 12, 2024.
For more information, check out: www.dfas.mil/racustomers
Getting a 1095-B
Please note: IRS Form 1095-B will only be available online via myPay, unless a request is received for a copy by mail. According to the IRS, these forms are not required to prepare or file income tax returns.
As required by the Internal Revenue Service (IRS), DFAS continues to provide IRS Forms 1095-B or 1095-C via individual myPay accounts. These forms are created for military, retiree and federal civilian employees who receive healthcare insurance coverage through Tricare or Federal Employee Health Benefit programs.
You can use the online tool to request a mailed Affordable Care Act 1095-B/C statement. For more information, please see https://www.dfas.mil/taxes/aca/.
Getting a 1042-S
If you receive a Form 1042-S instead of a Form 1099-R, call 800-321-1080 for assistance.
Other helpful tax-related information
Tax Levies and Debt Recoupments
Military retirees who owe federal taxes may be subject to a levy in order to pay an overdue tax bill. Military retirement payments are subject to the Federal Payment Levy Program through the Internal Revenue Service. Military retirement payments could be levied (reduced) by 15 percent through the Federal Payment Levy Program. The Federal Payment Levy Program only goes into effect if you have not paid your taxes on time or made arrangements to pay your overdue tax bill. Before a levy is issued, you will receive an initial tax bill with information on what you owe and how to pay it. You will also receive a final tax bill with information on what you owe, how to pay it, what can happen if you don’t pay and an explanation of your appeal rights. The IRS will not issue a levy if you pay what you owe, or make payment arrangements, within 30 days after the final billing notice is sent. The federal tax levy could remain in place until the debt is satisfied.
Please click here for more information from irs.gov.
In the case of garnishments, the collection action is mandatory and any rebuttal concerning the levy must be addressed to the IRS.
NOTE: Annuity payments are not subject to IRS tax levy collections.
Page updated Feb 12 2023