2020 Military Tax Form Release Dates – Dates W2s, 1099s, and Other Forms Are Available on myPay

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Military Tax Statements Release Dates - The Military Wallet
You can download your 2020 military tax forms from myPay, beginning in December 2020 through January 2021. Forms will be mailed no later than January 31, 2021.

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. 2020 tax forms will be released starting mid-December 2020 and will continue through January 2021.

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.

DFAS also encourages all customers to elect to receive digital tax forms because it is safer, faster, and more secure than relying upon the mail system. Digital tax forms are also a must for those who frequently travel or expect to be deployed during tax season!

Note:

Learn How Military Members Can File Their Taxes for Free!

Military Tax Forms Release Schedule

2020 military tax forms will be available starting in mid-December, 2020, and will be released through January 2021, as they become available.

Here is the 2020 tax statement schedule for military members and civil service Department of Defense employees. Source – DFAS:

Form/DocumentDate available on myPay
Retiree 1099RDec. 15, 2020
Annuitant 1099RDec. 19, 2020
Navy Student Loan Repayment Program (SLRP) W-2Jan. 5, 2021
Army Non-Appropriated Fund Employee W-2 **Jan. 7, 2021
Reserve Army, Navy, Air Force W-2Jan. 8, 2021
Marine Corps Active/Reserve W-2Jan. 13, 2021
Federal Civilian Employee 1095 formsJan. 14, 2021
Federal Civilian Employee W-2 (DoD/Non-DoD)Jan. 20, 2021
Savings Deposit Program (SDP)1099INTJan. 23, 2021
Army Student Loan Repayment Program (SLRP) W-2Jan. 25, 2021
Active Army, Navy, Air Force W-2Jan. 25, 2021
Military/Military Retiree 1095 formsJan. 31, 2021
Travel/Vendor/Misc. W-2Jan. 31, 2021
Military VSI/SSB W-2 *Not available via myPay
Vendor 1099-INT/1099-MNot available via myPay
Fed. Civilian Employee 1099-INT (DoD/non-DoD)Not available via myPay

* 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.

What About the Mailing Dates?

In previous years, DFAS also posted specific dates they anticipated these forms to be mailed. This year, DFAS has released only one date for those who elect to have tax statements mailed to their homes. DFAS states, “tax statements sent through the U.S. Postal Service will be mailed no later than Jan. 31, 2021.”

However, DFAS recommends everyone choose to receive their tax forms electronically, as they are available earlier and more securely than mail delivery. This also reduces the risk of identity theft.

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 used by private corporations 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 service members 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 payment 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.

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About Ryan Guina

Ryan Guina is the founder and editor of The Military Wallet. He is a writer, small business owner, and entrepreneur. He served over 6 years on active duty in the USAF and is a current member of the IL Air National Guard.

Ryan started The Military Wallet in 2007 after separating from active duty military service and has been writing about financial, small business, and military benefits topics since then. He also writes about personal finance and investing at Cash Money Life.

Ryan uses Personal Capital to track and manage his finances. Personal Capital is a free software program that allows him to track his net worth, balance his investment portfolio, track his income and expenses, and much more. You can open a free Personal Capital account here.

Featured In: Ryan's writing has been featured in the following publications: Forbes, Military.com, US News & World Report, Yahoo Finance, Reserve & National Guard Magazine (print and online editions), Cash Money Life, The Military Guide, USAA, Go Banking Rates, and many other publications.

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  1. Nancy J Crouch says

    I’m having a devil of a time getting a copy of my husband’s 1099R for 2019. He expired Sept 14, 2019. I got my tax form but need his to file. I tried calling DFAS but they are too busy. I tried to submit a ticket and site has trouble and could not send. Can somebody please help me with this. Husband William Lee Crouch RET MSGT.

    • Ryan Guina says

      Hello Nancy, I’m sorry for your loss. Unfortunately, the only agency that can assist you is DFAS. I recommend trying to contact them as soon as they open in the morning to try and minimize wait time for a customer service representative. I wish you and your family the best.

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