Some year-end tax documents already are available via the Defense Finance and Accounting Service (DFAS) myPay portal, with others set to post in the coming days. Those who receive the forms via postal mail will have a longer wait.

Military retirees, former spouses, and annuitants should have access to their IRS Form 1099-R via myPay as of Dec. 17, according to a DFAS news release. Other key 2026 dates for myPay forms:

• Jan. 7: W-2s for Army, Navy, Air Force, and Space Force Reserve members.
• Jan. 16: W-2s for active and reserve Marine Corps members.
• Jan. 21: W-2s for active Army, Navy, Air Force, and Space Force members.
• Jan. 23: 1099-INTs for Savings Deposit Program participants.

Dates for other IRS forms, to include civilian employees served by DFAS, are available in the news release.

[2026 IRS ROUNDUP: New Limits for Retirement Plans, Plus Brackets and More]

Forms by Mail

Physical tax forms will be sent to those who’ve requested the forms as well as those who do not have a myPay account. They will be mailed by DFAS by Jan. 31, according to the release. Instructions for creating a myPay profile, or restoring lost/forgotten login information, are available on the myPay website.

If you do not receive tax materials via mail by mid-February and do not have a myPay account, use these DFAS resources to access your tax materials:

• Telephone Self-Service: Beneficiaries can call (800) 321-1080 to request a tax form reissue. Follow the automatic prompts; you will be asked for a Social Security number as identification. Requests are processed in seven to 10 days.
  
  
• askDFAS: Retirees and annuitants can request a reissue to their address on file or a temporary mailing address using the online portal. Note: Reissues are not generally available until mid-February.
• By Mail: Detailed instructions from DFAS on requesting 1099-R forms via mail are available at the DFAS website. Note: These requests can take up to 60 days to process.

[RELATED: Retirees in These States Will See Changes in 2026]

Changing Your Address

Tax documents will be sent to the beneficiary’s address on record with DFAS. Need to make a change?

Retirees: Change your mailing address online or by completing this form and returning it to DFAS at Defense Finance and Accounting Service, U.S. Military Retired Pay, 8899 E 56th St., Indianapolis, IN 46249-1200, or via fax at (800) 469-6559.

Annuitants: Change your mailing address online or by completing this form and returning it to DFAS at Defense Finance and Accounting Service, U.S. Military Annuitant Pay, 8899 E 56th St., Indianapolis, IN 46249-1300, or via fax at (800) 982-8459.