DFAS announces end-of-year tax, statement availability dates

  • Published
CLEVELAND (AFRNS) --  Retiree and annuitant pay customers of the Defense Finance and Accounting Service are scheduled to receive their 2012 tax statements mid-December through January.

Most of the 1099 forms will be available a week earlier via the online myPay pay account management system (https://mypay.dfas.mil/mypay.aspx) for retired military members and annuitants.

The mailing schedule includes:

-- Annual Retiree Account Statements showing the new payment including the cost-of-living allowance adjustment for 2013 will be available through myPay on Dec. 4, and mailed via the U.S. Postal Service between Dec. 19 and Jan. 10.

-- Internal Revenue Service Form 1099-R tax statements for retirees will be available on myPay Dec. 13, and mailed via the U.S. Postal Service between Dec. 19 and Jan. 10.

-- Annuitant Account Statements and Internal Revenue Service Form 1099-R tax statements for annuitants will be available through myPay on Dec. 15. Annuitants who get these documents via mail can expect to receive them between Dec. 19 and Jan. 10.

Retirees and annuitants must keep their contact information current, according to DFAS officials who say the top reason a retiree or annuitant doesn't receive their 1099-R is because it is sent to an old address.

If a retiree or annuitant does not have their correct address on file, they will experience a significant delay in receiving their end-of-year documents, said DFAS officials. People who do not have an active myPay account must call, mail or fax a written request to DFAS-Cleveland; processing a change of address and reissuing a new 1099-R takes at least 30 days, said officials.

Retirees and annuitants with an active myPay account can decrease their wait time for an address change and new 1099-R by logging in and updating their own account. Changes take effect in three to five business days, and a copy of their 1099R can be printed directly from myPay.

Information is made available faster electronically, said DFAS officials. This is why myPay users get their 1099-Rs up to a week earlier than those who wait for the mail to arrive.
For more information about account maintenance, 1099-R requests, and logging in to myPay, visit the DFAS website at http://www.dfas.mil/retiredmilitary.html. People without an online account can contact DFAS at 800-321-1080.


For more retiree news and information, please visit www.retirees.af.mil