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Defense Finance and Accounting Service Providing payment services for the U.S. Department of Defense

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-  Military Member		 
-  Retired Military & Annuitant		 
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#### **Quick ToolsaskDFAS****Forms Library****  ****Frequently Asked Questions**

#### **Customer Service**

**800-321-1080**M-F, 8 a.m. to 5 p.m. ET

                        - Quick Tools
                        - News and Events                            - News
                          - Upcoming Retiree Events
                          - Retiree Newsletter
                          - Retiree Newsletter Archive
                          - Survivor SBP Newsletter
                        - About R&A Pay                            - Who We Are, What We Do
                          - How Long Does It Take?
                          - Who Should I Contact: DFAS, the VA or the Military?
                        - Plan for Retirement                            - Types of Retirement
                          - Eligibility
                          - Recall to Active Duty
                          - Estimate Your Pay
                          - Separation Payments
                        - Apply for Retirement                            - How to Apply
                          - Transfer Allotments
                          - Receiving Your Pay
                        - Managing Your Retirement                            - Pay Schedule
                          - Change of Address
                          - Direct Deposit
                          - International Direct Deposit
                          - Using myPay
                          - Retiree Account Statement
                          - Allotments
                          - Pay Verification
                          - Taxes
                          - Powers of Attorney/Third Party Representatives for Retirees
                        - Gray Area Retirees
                        - Disability Entitlements                            - Disability Retirement
                          - CRSC and CRDP Payment
                          - Combat Related Special Compensation
                          - Concurrent Retirement Disability Pay
                          - Comparing CRSC and CRDP
                          - Applying for CRSC
                          - VA Waiver and Retired Pay
                          - CRDP CRSC FAQs
                        - Provide for Loved Ones                            - Two Ways to Prepare
                          - Survivor Benefit Plan
                          - Arrears of Pay
                          - Reserve Component SBP
                          - Secondary Dependency
                          - Branch Contact Information
                        - Survivors and Beneficiaries                            - Report a Retiree's Death
                          - Start an SBP Annuity
                          - Manage Your SBP Annuity
                          - SBP-DIC News
                          - SBP2023 Optional Child Annuity Reversion
                          - Understanding SBP, DIC and SSIA
                          - School Certifications
                          - Powers of Attorney/Third Party Representatives for Annuitants
                          - Starting SBP for Gray-Area Reservist
                          - Report SBP Annuitant's Death
                          - Survivor Benefit and Arrears of Pay Frequently Asked Questions
                          - DFAS Survivor SBP Newsletter
                        - Secondary Dependency
                        - SBP Open Season NDAA2023

### **Taxes**

#### **Tax Documents**

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?

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#### **Retirees and Annuitants: 2023 Tax Year Statements**

**(https://mypay.dfas.mil**
request a mailed Affordable Care Act 1095-B/C statement using the online askDFAS tool https://www.dfas.mil/taxes/aca/

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#### **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. 

##### **Retirees: Use our telephone self-service option **

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/.

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##### **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**

                        - **Is Your Pay Taxable or Not?**
                        - **Federal Income Tax Withholding**
                        - **State Income Tax Withholding**
                        - **Correcting Your 1099-R**

#### **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

 

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