DanaB27
Expert Alumni

Retirement tax questions

As rjs stated you can check if can access your Form 1099-R on the DFAS mypay site.

 

Please be aware if you meet the TDRL/PDRL Exemption you might not get a 1099-R.

 

"TDRL/PDRL Exemption: If you retired under a disability law (Temporary Disability Retirement List or Permanent Disability Retirement List), your retired pay will be fully non-taxable if your pay is calculated based upon your military (not VA) disability percentage and you meet one of the following conditions:  

 

  • You were in the military or under a contractual obligation to join the military on September 24, 1975, or
  • Your military disability rating is combat-related


The welcome letter you received from DFAS when you first retired indicates whether your pay is computed using your military percentage of disability or your years of service." (DFAS)

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