What Retirees Can Expect in the Year-End Mail from DFAS

For retirees who request their tax statements via postal mail from DFAS each January we will mail your 1099-R, which is the Internal Revenue Service (IRS) form for reporting retired pay distributions; along with a special print edition of the DFAS Retiree Newsletter with important news for the coming year.

We will also include a Cost of Living Adjustment (COLA) change Retiree Account Statement (RAS), which shows the change in your gross and net payment that occurs when there is a Cost of Living Adjustment (COLA) to your pay.

It’s important to note that the Statement Effective Date on the COLA change RAS is the first of December, so the Year-to-Date Summary figures are only for 11 months (they do not include your December payment). Hence, the Year-to-Date Summary figures on this RAS will not match the figures on your 1099-R.

If you opted out of receiving mailed delivery of statements, you will not receive this notice in the mail. Your 1099-R and COLA change RAS are conveniently available to print or download from myPay.

If you’re not yet using myPay, it’s easy to get started. Check out the “There’s Still Time to Get a Head Start on Tax Season” article to find out how to start your myPay account.