How Can I Get a Veteran 1099R?

Veterans who receive retirement income from the Department of Veteran's Affairs receive 1099-R statements each year. These tax forms provide the amount veterans received in retirement income for the previous tax year, which veterans then report to the Internal Revenue Service on their tax returns. If you have not received your 1099-R, or if you have misplaced it, you can request a copy from the Defense Finance and Accounting Service online or over the phone.

Instructions

  1. Online

    • 1

      Go to the Defense Finance and Accounting Service myPay website. Enter your login ID and password in the appropriate boxes in the "Account Access" section and click "Go." If you have not already registered for an account, click "Forgot or Need a Password," complete the steps for registration and come back to log in.

    • 2

      Click the "Tax Statement" link in the "Taxes" section of your account page.

    • 3

      Select "1099-R" from the available options. The form will open as a PDF file in a new window. If you do not have a PDF reader, you can download a free program, such as Adobe Reader.

    • 4

      Select "Print" from the PDF reader program menu to print a copy of the 1099-R.

    By Phone

    • 5

      Call the Retiree and Annuitant Pay line at 800--321-1080.

    • 6

      Press "4" to enter the 1099-R request menu.

    • 7

      Enter your Social Security number. The system will mail a copy of the 1099-R to the address the DFAS has on file within seven to 10 days.

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