Retirees: How to Make Tax Season Less Taxing
Posted on December 18, 2018
Tax season requires finding and organizing a lot of paperwork. Here are some tips for making the process easier and less stressful.
Tip 1: Make a checklist of the documents you need
Whether you are doing your taxes yourself, or having someone else prepare them for you, the first step is to gather all of the documentation you need.
Make this process easier by creating a checklist of the documents you will need and checking them off as you receive them. With a checklist, you’ll know what paperwork you have, and what you might need to track down, so you won’t have to do a last-minute hunt for a missing receipt or form.
Tip 2: Put all of your tax documents in one place
Choose a specific place to put all of your documents as you receive them. If you are gathering paper documents, use a folder or box you can easily identify.
One retiree uses a specific plastic folder he orders each year from the office supply store. The folder has multiple pockets to keep receipts and other documents organized, and since he only uses it for taxes, he can tell it apart from other paperwork.
If you are gathering electronic documents, create a folder on your computer specifically for your tax documents.
Tip 3: Hop online, not in line for your retirement pay tax documents
Retirees who need retirement pay tax documents have options beyond waiting on a phone call with a busy customer care center.
The fastest and most secure way for a retiree to obtain a copy of their 1099R is through myPay, the online pay management system of the Defense Finance and Accounting Service (DFAS), which allows retirees to download or print a 1099R from the comfort of their home. myPay is available 24/7 from your web browser, and is easy to use. Find out how: go.usa.gov/xEqst
Retirees who only need a 1099R mailed to either their address on file or to a one-time, temporary mailing address can submit their request online at AskDFAS (this option also allows retirees to request a prior year 1099R). The 1099R will be in the mail within ten business days.
Tip #4: Let your fingers do the ordering
Retirees who do not have internet access, but who have a current mailing address on file with DFAS can get a copy of their 1099R mailed using the telephone self-service option, by calling 800-321-1080, and selecting option “1” for self-serve. The 1099R will be in the mail within ten business days.
Those retirees who prefer postal mail can send DFAS a written request by mail (or fax), but should plan for up to 30 days for processing.
Retirees with unique situations can speak directly to one of our customer care representatives at 800-321-1080 (Monday-Friday, 8 a.m. to 5 p.m. eastern). Depending on call volume, you may have to wait on hold while we assist other customers.
Instructions for using any of these options to get tax documents can be found on a special “Taxes” information page for retirees on the DFAS.mil/retiredmilitary website at: go.usa.gov/xQ34G
Hiring Our Heroes is an Honor
Posted on December 17, 2018
Social Security protects all Americans. We are especially proud of our commitment to provide high quality service and support to the men and women who proudly served, and are serving, our country.
Compassion is at the Heart of Our Lifetime Commitment to You
Posted on December 14, 2018
Social Security is with you through life’s journey, often during times of personal hardship, transition, and uncertainty. We believe that compassion is the cornerstone of our public service commitment. If you suffer from a serious medical condition that prevents you from working, time is of the essence when it comes to receiving a decision on your disability application.
Military Shoppers Get the Best Deals with Exchange’s Holiday Price Guarantee
Posted on December 13, 2018
The Army & Air Force Exchange Service is making sure that Warfighters and their families get the lowest price this holiday season with an extended price guarantee.
From Dec. 1 through 24, authorized shoppers who make an in-store or online purchase at ShopMyExchange.com and find an identical item offered elsewhere for less will receive an Exchange gift card for the difference in price.
TRDP is Ending: What to Look for in a New Retiree Dental Plan
Posted on December 10, 2018
The TRICARE Retiree Dental Program (TRDP) ends on Dec. 31, 2018. Beginning in 2019, new retiree dental coverage will be available through the U.S. Office of Personnel Management’s Federal Employees Dental and Vision Insurance Program (FEDVIP). If you’re eligible to enroll in a FEDVIP dental plan, you must enroll in FEDVIP during the Federal Benefits Open Season, which runs from Nov. 12 to Dec. 10, 2018. Your dental coverage will begin on Jan. 1, 2019.
All Your Open Season Questions Answered
Posted on December 10, 2018
Open season begins next week, Nov. 12 to Dec. 10. TRICARE Open Season is for enrollment in a TRICARE Prime or TRICARE Select health plan. Federal Benefits Open Season is for vision coverage or retiree dental coverage through the Federal Employees Dental and Vision Insurance Program (FEDVIP).
Holiday Security Awareness
Posted on December 7, 2018
As Retired Soldiers, families, and friends begin to travel and enjoy the holiday season, awareness of the various threats and ways to protect oneself are important to sustain vigilance and a safe and enjoyable holiday.
Terrorists and violent extremists regularly engage in online campaigns urging supporters to conduct independent attacks. Their ability to motivate extremist behavior through social media increases the likelihood of attacks using simple methods such as vehicle ramming, edged weapons attacks, small arms, and mail bombs -- with little or no advanced warning.
About Army Echoes
Army Echoes informs Retired Soldiers, surviving spouses, and their Families on changes to their benefits and entitlements, developments within the Army, and how they can continue to support the Army.