Military Advantage

DFAS Instructions for Retiree Tax Forms

Many military retirees and annuitants opt for mail delivery of their important year-end tax forms (1099R) and most will get their 1099R without too much hassle. However, some retirees and annuitants have moved during the year without updating their information with the Defense Finance and Accounting Service or some misplace the original they receive in the mail. Each year, DFAS gets bombarded with requests for 1099Rs.

To help avoid the long phone waits on hold, DFAS has issued the following instructions for retirees and annuitants to get their tax documents using myPay, the DFAS automated phone system or Fax.

Using the myPay system:

Members can view, print or save a copy of a 1099R using myPay by following the steps below:

Step 1. Go to https://mypay.dfas.mil/mypay.aspx.

Step 2. Enter your Login ID on the home page.

Step 3. Enter your password on the virtual keyboard when prompted.

Step 4. Access 1099R from the “Main Menu” by clicking on the "Tax Statement" option.

Step 5. View, print or save tax statement. Those who have trouble reading the graphic version should click the “Text Version” link.

Note: Users who have trouble accessing myPay should call 888-332-7411 and select option number 5. Customer support is available Monday through Friday, 7 a.m. to 6:30 p.m. Eastern time.

Videos that explain how to use myPay are available at www.youtube.com/user/WePayDoD.

OR -

By Automated Phone System:

Step 1. Call R&A Pay at 800-321-1080.

Step 2. Select option 4 to request a 1099R 24 hours a day, seven days a week without waiting to speak to a customer service representative.

Step 3. Enter your Social Security Number using your touch-tone keypad when prompted.

Note: Your 1099R should arrive in 7 to 10 business days.

If you are still experiencing difficulties and need to speak to a customer service representative, you should call 800-321-1080 Tuesday through Friday between 7 a.m. and 7:30 p.m. EST and select option 0. In the event that call volumes are high and DFAS is unable to serve customers as quickly as we would like, you may experience a “courteous disconnect” informing you that you are either being routed back to the automated system or requesting that you call back at another time. This avoids long delays caused by excessive wait times.

OR -

By Fax:

Step 1. Write a short letter requesting a new copy of your 1099R.

Step 2. Include your name, Social Security Number, mailing address, signature and date.

Step 3. Fax your request to 800-469-6559 or mail it to:

Retirees:

Defense Finance and Accounting Service

U.S. Military Retirement Pay

P.O. Box 7130

London, KY 40742-7130

Annuitants:

Defense Finance and Accounting Service

U.S. Military Annuitant Pay

P.O. Box 7131

London, KY 40742-7131

Note: Your 1099R copy should arrive in about two weeks.

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