Getting Your 1099-R
Military retirees and annuitants receive a 1099-R tax statement either electronically via myPay or as a paper copy in the mail each year. Members can also request additional copies of their 1099-R tax statements in several different ways.
Click on any of the following links to learn more about your options on requesting a 1099-R.
- myPay: myPay is your fastest and most secure option to obtain a copy of your 1099R and to manage your retirement account every day. Login to myPay, and print your 1099R out in the comfort of your own home.
- Telephone Self-Service: Not a myPay user yet? No need to wait on the phone, use a computer or speak to anyone. Telephone self service requests are sent to your current address of record in 7-10 business days.
- Ask DFAS: Need to update your mailing address and have your 1099R resent? Submit a request to one of our customer care representatives through the internet. You can request your 1099R sent to your address of record or to a one-time, seasonal address. You can also update your mailing address permanently using a separate online form. Your 1099R will be in the mail to you within 7 to 10 business days.
- Written Request: Do you prefer traditional mail? Send us a written request by fax or mail, but make sure you leave us time to reply. It may take us 30 to 60 days to process requests received by this means.
- Call Us: Members with unique situations can speak directly to one of your customer care representatives. Depending on call volume, you may have to wait on hold while we assist other customers.
Getting a 1042-S
If you receive a Form 1042-S instead of a Form 1099-R, call 800-321-1080 for assistance.
Page updated Feb 6, 2020
File Form 1099-R for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from: None at this time.Current Revision
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Page Last Reviewed or Updated: 28-Sep-2022
You have to get a 1099R from the 403B Annuity company. Did you file your return without it? Or did you take a loan? (I don't know if you can take a loan).
When you get a copy of the 1099R you might need to amend your return to add it.
You cannot change or add anything on the return that you e-filed. It is too late, just like when you put an envelope in a US mailbox
Now you have to wait until the IRS either rejects or accepts your return. If your return is rejected, you will be able to go into your account and add or change it and resend it.
If the IRS accepts your return, then you have to wait until it has been fully processed and you have received your refund or paid the tax due. THEN you can prepare an amended tax return 1040X and mail it in. You cannot e-file an amended return. Meanwhile, DO NOT change anything on your return until you start the amended return. If you did change or add the missing info then take it out and put your return back to the way it was when you first filed it.
You can check your efiling status here,
//turbotax.intuit.com/tax-tools/efile-status-lookup/
How to amend an Online
return
//ttlc.intuit.com/community/amending/help/how-do-i-amend-my-turbotax-online-return/00/27577
Pay Administration
Questions and answers
Use Services Online (Retirement Services) to:
- start, change, or stop Federal and State income tax withholdings;
- request a duplicate tax-filing statement (1099R);
- change your Personal Identification Number (PIN) for accessing our automated systems;
- establish, change, or stop an allotment to an organization;
- change your mailing address;
- start direct deposit of your payment or change the account or financial institution to which your payment is sent;
- establish, change, or stop a checking or savings allotment; and
- view a statement describing your annuity payment.
You can also call our toll-free number 1 (888) 767-6738 , for these and many of your voluntary withholdings. When using self-service systems, you need your claim number, Personal Identification Number (PIN), and social security number. If you do not have a PIN, call us.
If you do not have a touchtone telephone, you can speak to a Customer Service Specialist.
Generally, in the middle of month, we authorize payments that are due for the first business day of the following month. Therefore, if you want your change to be reflected in your next payment, you should submit your request as early in the month as possible. See our payment schedule for the last date you can change your next monthly payment.