Tax Season Prep Your DFAS Guide 

Tax season is just around the corner, and we want to make sure you are prepared. Now is a good time to verify your personal information and documentation is correct.  

Start with myPay  
The best tool DFAS offers to ensure a smooth tax season is myPay (https://mypay.dfas.mil). myPay allows you to download and print your current year tax statement, as well as prior 1099-Rs (up to two years). You’ll also have earlier access to your 1099-R tax statement in myPay. Statements are generally available in myPay in late December, while paper copies aren’t mailed until mid-to-late January. 
If you haven’t logged into myPay recently, this is a good time to log in and make sure we have your correct mailing address and email address. You may also need to update your password. 

Other Ways to Request a Duplicate 1099-R 
If you are not using myPay, we offer other convenient options to request a copy of your 1099-R.  

We now have a telephone self-service option for requesting 1099-R reissues. Previously, when calling, you had to wait on hold for assistance, then stay on while the customer care representative reissued the 1099-R. Now, you no longer need to wait. Simply call 800-321-1080 or 317-212-0551, follow the prompts to request a 1099-R, verify your information, and the 1099-R will automatically be sent. Please note: 1099-R reissues for the 2025 tax year will be available beginning February 10, 2026. 

Another way to request a copy of your 1099-R is submitting a request online via askDFAS. This method also accepts international addresses. This can easily be found on our Quick Tools webpage at https://www.dfas.mil/raquicktools. Your 1099-R should be in the mail in 7-10 business days to the address on file.  

If you prefer traditional mail, you can send us a written request by fax or mail, but please make sure you leave time for processing. It can take up to 30 days to process requests received by fax or mail. Instructions can be found at https://www.dfas.mil/rettaxes. 

Changing Federal Tax Withholding  
It’s easy to change your federal tax withholding in myPay. Start by clicking the Federal Withholding link on the left. Once there, click the yellow pencil icon to edit your information. The blue bar tells you when you can expect the changes to go into effect.  

If you prefer, you can send us a completed IRS Form W-4P (Withholding Certificate for Periodic Pension or Annuity Payments). Find it on our Forms Library webpage at https://www.dfas.mil/raforms. The most convenient way to submit your documents is uploading them to DFAS online 24/7 via the askDFAS online upload tools. More information about uploading documents on askDFAS can be found at https://www.dfas.mil/askdfas. 

Please note that DFAS cannot withhold state taxes for annuitants. For information or questions about what is or is not taxable in your state, contact your state department of revenue/income tax. 

Use the IRS Tax Withholding Estimator  
The IRS has an online tax withholding estimator (https://www.irs.gov/individuals/tax-withholding-estimator) to help you determine how much federal tax you need to have withheld. The calculator helps taxpayers estimate if the right amount is being withheld from their income to cover their tax liability. The estimator uses a simple, six-step question-and-answer format using information like marital or filing status, income, withholding, adjustments, deductions, and credits. 

DFAS cannot provide tax advice. If needed, please consult a tax professional or the IRS. 

Questions?  
Find more information about your Survivor Benefit Plan (SBP) annuity at http://www.dfas.mil/managesbp.