Get Ready For Tax Season

 

Tax season is a busy time. As you prepare for doing your taxes, here are some tools and resources we provide to make it easier for you to get the tax documents you need. 

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The best way to prepare is to use myPay to get all of the information you need. Here are some helpful tips for using myPay, as well as for getting your IRS Form 1099R in other ways.

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Get your 1099R and pay information 24/7 in myPay

The fastest and most secure way to obtain a copy of your 1099R is through myPay. Retirees and annuitants can log in to myPay, and print a 1099R from the comfort of their home. Instructions are at: http://go.usa.gov/xPh7m

If you cannot access your myPay account, or you’ve never used myPay, here is how to get access.

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If you’ve used myPay in the past, but need to reactivate your account:

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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.

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If you don’t receive the temporary password you requested

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You should receive your temporary password in 10 business days by mail or two 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. go.usa.gov/xPh7f

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After your mailing address or email address is updated, please allow seven days before requesting another temporary password by mail or at least 24 hours before requesting another temporary password by email.

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Step Two – Reactivate your account

1. Once you receive your temporary password, return to myPay.

2. Log into myPay using your Login ID and your new temporary password.

3. Create a new permanent password.

4. Select “Main” in the upper right corner to use myPay and look under the heading “Taxes” for your 1099R.

5. Be sure to check and update your email address and mailing address while you are in myPay

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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.”

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If you don’t receive the temporary password you requested

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You should receive your temporary password in 10 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.
go.usa.gov/xPh7f

After your mailing address is updated, please allow seven 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: go.usa.gov/xPh77

There are also helpful videos on using myPay at: www.youtube.com/user/WePayDoD

Additional ways to get your 1099R

If you are not on myPay and do not want to go through the process of getting a password, there are still convenient, self-service options to get or replace an IRS Form 1099R.

1. For retirees, if your mailing address on file with DFAS is current, you can get a copy of your 1099R through our telephone self-service option. To use telephone self-service:

• Call 800-321-1080

• Select option “1” for Self-Serve

• Select option “1”

• Enter your Social Security Number when prompted

• Your 1099R should be in the mail within 7-10 business days to the address we have on record.

2. If the address you have on file with DFAS is out of date and you are not a myPay user, you (both retirees and annuitants) can get your 1099R sent to a one-time, temporary mailing address, or to your mailing address on record by submitting your request online. Plus, you can request prior year 1099Rs. You will receive your 1099R in the mail in seven to ten business days. Find instructions at:
https://go.usa.gov/xPh7H

3. If you prefer traditional mail, you can send us a written request by fax or mail, but please make sure you leave time for processing. It can take up to 30 days to process requests received by fax or mail. Find instructions at: 
https://go.usa.gov/xPh7M

4. 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. For more information, check out:
http://go.usa.gov/xPh7f