Paycheck Chronicles

Retiree 1099R Tax Statements

I get an amazing number of emails from retirees, asking me to send them their 1099R tax statements.  I wish I could do this for these readers, but I can not.  I am not affiliated with the Defense Finance and Accounting Service (DFAS) in any way, and I don't have access to anyone's information.

Retirees seeking their 1099R have two options:  retrieve it from their MyPay account, or call the DFAS  Retiree and Annuitants customer service telephone line at 1-800-321-1080.  This number is staffed Monday through Friday, 7 am to 6 pm Eastern Time.

If you don't have a MyPay account, it should be relatively simple to set one up.  Unfortunately, many readers are having difficulty.  I recommend that you call the customer service number if you are unable to set up a MyPay account.

I always encourage people to set up a MyPay account because it allows them unlimited access to their pay and tax information, 24 hours a day.  You can check Retiree Account Statements at any time and retrieve old documents if necessary.  It is a handy tool and if you are computer literate enough to be reading this, you can manage the MyPay system.

Please don't forget, I am unable to help you access your statements.  If you can't access it via the MyPay system, please call the customer service number at DFAS for help.

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