Best Ways to Get or Replace a Lost 1099R
Military retirees and annuitants receive a 1099R tax statement either electronically via myPay or as a paper copy in their mail each year. But there are times when a document is misplaced among your other credit card, bank or tax statements; or you may need a 1099-R from several years ago for pending financial business.
You can request copies of your 1099R tax statements in several different ways.
The fastest and most secure way to obtain a copy of your 1099R is myPay. Just login to myPay and you can print your 1099R at home when you need it. You will find instructions for accessing your 1099-R using myPay .
Not a myPay user yet? If the mailing address you have on file with us is current, the fastest and easiest way to get a copy of your 1099R is to use our telephone self-service option. Telephone self-service requests are logged instantly and are sent to your current address of record within 7-10 business days. To use telephone self-service:
• Call 800-321-1080
• Select option “1” for Military Retired and Annuitant Pay
• Select option “1” for Self-Serve
• Enter your Social Security Number when prompted
• Your 1099-R should be in the mail within 7-10 business days to your address we have on record.
If the address you have on file with us is out of date and if you’re not a myPay user, you can request your 1099R be sent to your current address or a new address using one easy form. Plus, you can request prior year 1099R’s as well. Your transaction will be logged instantly and you will receive your 1099R in the mail in 7 to 10 business days. Find complete instructions
Do you prefer traditional mail? If so, send us a written request by fax or mail, and make sure you leave us time to reply. Keep in mind; it takes us 30 to 60 days to process requests received by fax or mail. Find complete instructions at http://www.dfas.mil/retiredmilitary/manage/taxes/getting1099r/viawrittenreq.html
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 the customer service page.