It’s Tax Season: Convenient Options for Getting the Tax Documents You Need
For many, the toughest part of filing taxes is collecting all of the tax information they need. If you need tax documents for your retired or annuitant pay account, here are convenient options for getting them.
myPay: Available When You Are
The fastest and most secure way to obtain a copy of your 1099-R is through myPay. Retirees and annuitants can log in to myPay, and print a 1099-R from the comfort of their home. Instructions are at:
/RetiredMilitary/manage/mypay/
With a myPay account, you have quick access to current and past tax documents such as account statements, 1099-Rs, 1095s, and the 1042-S.
And there’s more. If you’re a retiree, myPay allows you to change your mailing address, allotments, direct deposit information, and Arrears of Pay (AOP) beneficiaries. If you’re an annuitant, you can change your mailing address and direct deposit information, and you can submit a Certificate of Existence (COE) or a Report of Existence (ROE).
With an email address in myPay, you will also receive information from us on changes in policy that may affect your account.
If you cannot access your myPay account, or you’ve never used myPay, here is how to get access.
If you’ve used myPay in the past, but need to reactivate your account:
Step One - Request a temporary password or request to change your password
A. Go to mypay.dfas.mil
B. Click “Forgot or Need a Password?”
C. Enter your Login ID or your Social Security Number and click the “Yes” button on the bottom right.
D. If you previously answered the security questions, you may be able to change your password online by answering the security questions.
If you are unable to change your password online, choose “mail to my address of record with Military Retired” and click “Send me a Password.” If you have a valid email address in myPay, you can choose to have your temporary password emailed to you instead.
If you don’t receive the temporary password you requested
You should receive your temporary password in 10 business days by mail or within 24 hours by email. If you don’t, you need to update your email or mailing address. Retirees can update their mailing address online using AskDFAS, mail or fax the information to DFAS, or call the Customer Care Center at 800-321-1080.
/RetiredMilitary/about/aboutus/customer-service/
After your mailing address or email address is updated, please allow ten days before requesting another temporary password by mail or at least 24 hours before requesting another temporary password by email.
Step Two – Reactivate your account
- Once you receive your temporary password, return to myPay.
- Log into myPay using your Login ID and your new temporary password.
- Create a new permanent password.
- Select “Main” in the upper right corner to use myPay and look under the heading “Taxes” for your 1099-R.
- Be sure to check and update your email address and mailing address while you are in myPay
If you forgot your Login ID
If you established a Login ID and don’t remember it, there are two ways to retrieve it:
- You may enter your previously registered email address and your Social Security Number and myPay will email your Login ID to you.
- You may enter your Social Security Number and Password and myPay will display your Login ID.
If you have never used myPay, getting started is simple:
Step One - Request a temporary password
A. Go to mypay.dfas.mil
B. Click “Forgot or Need a Password?”
C. Enter your Social Security Number and click the “Yes” button on the bottom right.
D. Choose “mail to my address of record with Military Retired” and click “Send me a Password.”
If you don’t receive the temporary password you requested
You should receive your temporary password in ten business days by mail. If you don’t, you need to update your mailing address. Please mail or fax your updated mailing address to DFAS, or call the Customer Care Center at 800-321-1080.
/RetiredMilitary/about/aboutus/customer-service/
After your mailing address is updated, please allow ten days before requesting another temporary password by mail.
Step Two – Activate your account
A. Click “Create an Account.”
B. Enter your Social Security Number and temporary password and click “Accept/Submit.”
C. Create a permanent Login ID and password.
D. Select eight security questions that you can answer later if you need to reset your password. Click “Submit Questions.”
E. Answer each question and click “Submit Answers.”
F. Add your email address so that you can reset your password via email when needed.
G. Select “Main” in the upper right corner to use myPay and look under the heading “Taxes” for your 1099R.
There is an extensive menu of Frequently Asked Questions and answers on how to use myPay at
https://go.usa.gov/xEMrf
There are also helpful videos on using myPay on DFAS’ YouTube channel. To get there, go to DFAS.mil and click on the YouTube icon in the upper right corner or go to YouTube.com and search for “DFAS.”
Other Convenient Options for Getting 1099-Rs
In addition to using myPay, we offer other convenient options for getting 1099-Rs. The options are explained on the “Taxes” page on our website:
/RetiredMilitary/manage/taxes/
Requesting a 1099-R online: You can use AskDFAS on our website to request we mail a 1099-R. It’s easy to get to the AskDFAS option from the gray box at the top of our webpage.
This link will take you into AskDFAS, where you can input your information and a 1099-R will be sent to your address of record or a one-time, temporary mailing address.
https://go.usa.gov/xEMYY
Telephone automated requests for a 1099-R: If you are a retiree, you can request a 1099-R using the telephone self-serve option by calling 800-321-1080, selecting“1” for Self-Serve and following the prompts. The 1099-R should be in the mail within 7-10 business days to the address we have on record.
Calling our Customer Care Center
Our representatives are dedicated, knowledgeable professionals and willing to help when needed. But as the tax deadline draws near, they are overloaded with calls for information that could be obtained more quickly and easily with the self-service resources outlined above. However, if you have a special situation, you are welcome to call Monday through Friday, 8:00 am-5:00 pm Eastern. Mondays and lunch time are the busiest times, so we recommend calling at other times.
Tax season is a busy time for you and for DFAS. We hope that the self-service options outlined above can make tax time easier.