Here's When Military Retirees, Servicemembers, and DoD Civilians Can Get Their Tax Statements

Here's When Military Retirees, Servicemembers, and DoD Civilians Can Get Their Tax Statements
Defense Department photo

Tax statements from 2018 soon will be available for retirees, active duty troops, and Defense Department civilians.

The tax statements for those serviced by the Defense Finance and Accounting Service (DFAS) will be distributed now through January. The retiree 1099R form, the first to be made available, was expected to go online Dec. 19.

The IRS forms will be available on the DoD's online pay account management system, myPay. Online forms are typically available earlier - and are more secure from identify thieves - than the forms sent to customers through the postal service. Agency officials encourage people paid by DFAS to select electronic-only delivery of their documents.

Although the deadline for selecting electronic-only delivery for 2018 statements may have passed for some users, DFAS officials have said the option will ensure future documents are kept within myPay's secure environment until needed.

Users can also request documents through an application online from askDFAS. Requests through various channels for document-release dates related to the NOAA and USPHS Commissioned Officer Corps were not immediately returned.

[RELATED: Tax Code Changes You Should Know: 7 Eliminated Deductions]

DFAS will continue to provide IRS Forms 1095-B or 1095-C for military, retiree, and federal civilian employees who receive health insurance coverage through the Tricare or Federal Employee Health Benefit programs.

The tax document delivery schedule, with dates for myPay and postal availability, is below. Note: The postal date is the day the form is sent out, not the day beneficiaries should expect to receive it.

  • Retiree 1099R: Dec. 19 (myPay), Jan. 11 (USPS).
  • Annuitant 1099R: Dec. 21 (myPay), Jan. 11 (USPS).
  • Reserve Army, Navy, Air Force W-2: Jan. 5 (myPay), Jan 14 (USPS).
  • Coast Guard: Dec. 15 (Direct Access), Jan. 31 (USPS).
  • Army Student Loan Repayment Program (SLRP) W-2: Jan. 7 (myPay), Jan. 6 (USPS).
  • Navy SLRP: Jan. 7 (myPay, not mailed).
  • Marine Corps active/reserve W-2: Jan. 11 (myPay), Jan. 14 (USPS).
  • Military/military retiree 1095 forms: Jan. 11 (myPay), Jan. 31 (USPS).
  • Military Voluntary Separation Incentive/Special Separation Bonus (VSI/SSB) W-2: Jan. 11 (USPS, not available via myPay).
  • Army non-appropriated fund employee (W-2): Jan. 18 (myPay), Jan. 17 (USPS).
  • Federal civilian employee 1099INT: Jan. 18 (mailed, not available via myPay).
  • Federal civilian employee W-2: Jan. 19 (myPay), Jan. 24 (USPS).
  • Active Army, Navy, Air Force W-2: Jan. 19 (myPay), Jan. 24 (USPS).
  • Federal civilian employee 1095 forms: Jan. 22 (myPay), Jan. 31 (USPS).
  • Saving Deposit Program 1099INT: Jan. 22 (myPay, not mailed).
  • Vendor 1099INT/1099M: Jan. 25 (mailed, not available via myPay).
  • Travel/vendor/misc. W-2: Jan. 31 (myPay), Jan. 31 (USPS).
Amanda Dolasinski is MOAA's staff writer. She can be reached at amandad@moaa.org. Follow her on Twitter @AmandaMOAA.

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