![]() ![]() If you receive a Form 1042-S instead of a Form 1099-R, call 80 for assistance. Depending on call volume, you may have to wait on hold while we assist other customers. Information regarding any amount excludable from tax will be sent to you after your retirement account is finalized and will be reflected on your 1099-R. In the tax year in which you turn 59-1/2, you will receive two 1099R forms from us, as the IRS requires that we identify and distinguish between payments. Call Us: Members with unique situations can speak directly to one of your customer care representatives.It may take us 30 to 60 days to process requests received by this means. In mid-January, the TSP will mail IRS Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., to participants who received a withdrawal between January 1 and December 28, 2022, and/or a taxed or foreclosed loan between January 1 and December 31, 2022. 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.Your 1099R will be in the mail to you within 7 to 10 business days. You can also update your mailing address permanently using a separate online form. You can request your 1099R sent to your address of record or to a one-time, seasonal address. 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.Telephone self service requests are sent to your current address of record in 7-10 business days. Telephone Self-Service : Not a myPay user yet? No need to wait on the phone, use a computer or speak to anyone.Login to myPay, and print your 1099R out in the comfort of your own home. myPay: myPay is your fastest and most secure option to obtain a copy of your 1099R and to manage your retirement account every day.IRA Recharacterization: 1099-R 5498: Youve moved an annual contribution from one type of IRA to a different type of IRA: January 31. Members can also request additional copies of their 1099-R tax statements in several different ways.Ĭlick on any of the following links to learn more about your options on requesting a 1099-R. 1099-R 5498: You are at least 70½ years old and have withdrawn the required minimum amount from your retirement account by the years end: January 31. Military retirees and annuitants receive a 1099-R tax statement either electronically via myPay or as a paper copy in the mail each year. Please see the convenient options for getting a 1099-R reissue: In many cases, the electronic online forms are available through myPay ( ) much earlier and more securely than those sent to customers electing delivery by mail.ġ099-R Reissues can be sent beginning February 10, 2023. 15, 2022.Ģ022 tax statements for former spousesare available in myPay as of Dec. 15, 2022.Ģ022 tax statements for retirees are available in myPay as of Dec. ![]() Retirees and Annuitants: 2022 Tax Year StatementsĢ022 tax statements for annuitants are available in myPay as of Dec. ![]()
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