Tax season is officially upon us all! DFAS recently announced the schedule that DFAS will release W2’s and other military tax forms, including Retiree Account Statements (RAS), Retiree 1099R and Annuitant 1099R forms, Form 1095 health insurance verification forms, and other related tax forms. The dates are staggered, so we have a list below that covers the release dates.
DFAS customers with myPay access will be able to retrieve their tax statements electronically up to two weeks sooner than those relying on regular mail delivery. This is good for those who want to file their taxes early and receive their refund as soon as possible.
Military Tax Forms Release Schedule
Here is the tax statement schedule, according to the DFAS table:
|Form/Document||Date available on myPay||Dates mailed via the U.S. Post Office|
|Retiree Account Statement (RAS)||Dec. 11, 2016||Dec. 12, 2016 - Jan. 10, 2017|
|Retiree 1099R||Dec. 16, 2016||Dec. 12, 2016 - Jan. 10, 2017|
|Annuitant Account Statement (AAS)||Dec. 14, 2016||Dec. 16,2016 - Jan. 10, 2017|
|Annuitant 1099R||Dec. 15, 2016||Dec. 16,2016 - Jan. 10, 2017|
|Military VSI/SSB W-2 *||Not available via myPay||Jan. 5-12, 2017|
|Reserve Army, Navy, Air Force W-2||Jan. 6, 2017||Jan. 10-12, 2017|
|Navy SLRP W-2||Jan. 7, 2017||Jan. 12, 2017|
|Marine Corps Active & Reserve W-2||Jan. 12, 2017||Jan. 14-17, 2017|
|Civilian employee W-2 (DoD/Non-DoD)||Jan. 12, 2017||Jan. 15-17, 2017|
|Army Non-Appropriated Fund Civilian Pay W-2 **||Jan. 12, 2017||N/A|
|Military/Military Retiree IRS Form 1095||Jan. 17, 2017||Jan. 10-31, 2017|
|Civilian employee IRS Form 1095||Jan. 20, 2017||Jan. 25-31, 2017|
|Active Duty Army, Navy, Air Force W-2||Jan. 21, 2017||Jan. 22-27, 2017|
|Vendor Pay MISC W-2||Jan. 31, 2017||Jan. 20-31, 2017|
|Travel (PCS) Pay W-2||Jan. 31, 2017||Jan. 20-31, 2017|
|Civilian employee 1099 Interest (DoD/Non-DoD)||Not available via myPay||Jan. 27, 2017|
|Vendor Pay 1099||Not available via myPay||Jan. 20-31, 2017|
* Voluntary Separation Incentive/Special Separation Benefit
** Military non-appropriate fund civilian employees receive tax statements from their respective military service. Army NAF employee tax statements are made available via myPay.
myPay Security and Other Features
myPay is secure: myPay is a secure Web-based pay information system. One of the many benefits of this system is avoiding risks associated with identity theft. myPay has a series of security measures with layers of defense against identity theft. The secure technology provided to myPay customers meets or exceeds security requirements in private industry worldwide.
Tax Statement Availability: The tax statements available through myPay are approved for use by the IRS and have several added benefits for myPay users. One is the ability to retrieve your military tax forms directly from myPay at any time during the year. The statements remain online to allow customers to view and print whenever it is convenient for them. This is especially important for servicemembers who are TDY or deployed during the tax season.
Keep in mind that military members may be eligible for a free automatic tax extension if they were deployed during the previous year, or during the current tax season. Be sure to read up on the details. And even though the extension is automatic, it’s a good idea to file for an extension to get it on the books with the IRS.
myPay Limited Use Passwords: Another great feature is the use of “restricted access PINs”, which allows users to have other family members, tax preparers or other trusted individuals view and print their tax statements without the ability to change any pay account information. This can be of particular interest to military members deployed overseas, retirees, annuitants, or anyone who uses commercial tax preparation services. The restricted access PIN can be established after logging into a customer’s myPay account. More information.
Keep Permanent Copies of Your Military Tax Forms
Even though myPay stores a long-term copy of your military pay and tax forms, it’s always a good idea to keep permanent copies of your W-2’s, 1099’s, 1095’s, LES or RAS statements, and related forms. myPay does a good job of keeping an online repository of these forms, but technical issues have been known to happen. As with all military records, it’s a good idea to keep a permanent copy of your tax forms and other important documents.