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My brain housing group isn't what it used to be. MyPay doesn't list any W-2's or 1099R's yet. Are they out yet or am I lost in the sauce?
Posted 11 y ago
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If you are receiving disability from the VA it is non taxable and therefore you do not have any taxable income and no W-2.
My husband receives VA Disability, so we deal with this every year during the tax season. Even though he has an income, its non taxable. We make jokes about his lack of income this with the accountant , but he is quick to remind me he makes money its just non taxable :).
Social Security is different, there is a long drawn out formula to determine if any of the money you receive from them is taxable, but you should get a SSA 1099 with the instructions (math) to figure out if you have to pay taxes on SSA.
My husband receives VA Disability, so we deal with this every year during the tax season. Even though he has an income, its non taxable. We make jokes about his lack of income this with the accountant , but he is quick to remind me he makes money its just non taxable :).
Social Security is different, there is a long drawn out formula to determine if any of the money you receive from them is taxable, but you should get a SSA 1099 with the instructions (math) to figure out if you have to pay taxes on SSA.
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Ranna Harris
How long does it takes for the army and VA to pay you back? My husband just got out of the army since January and haven't got paid yet
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I don't think we get any either. I've also looked at Mypay and haven't seen anything.
I'm assuming since my disability is tax free that I don't get anything from the VA either? This is something that isn't mentioned before one medically retires. Good question
I'm assuming since my disability is tax free that I don't get anything from the VA either? This is something that isn't mentioned before one medically retires. Good question
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SFC Mark Merino
OK, the skinny is....no taxable income for disability, VA bennies, but IF you get SSDI (Social Security Disability), you will need the info from your SSA-1099. My brain is mush, but I don't remember getting it in the mail. HOWEVER.....if you go to http://www.socialsecurity.gov and set up a free account, you can get a copy of it on the spot. It's a handy site. They also list pending/past payments,etc. What blew my mind was that I am paying $1640 a month in alimony/child support and have one child I can claim (per the divorce decree) yet I am not entitled to a refund whatsoever on TurboTax. I'm hitting a tax place tomorrow.
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We won't get a 1099 or W2 is my understanding. My paperwork each month shows my earnings do not have taxes withheld due to my disability status and I am not subject to withholdings. I did some research on line and everything I found said we will not get a W-2 or 1099.
Anything I get from the Army and the VA is tax exempt and I don't have to claim any as income.
I do have to claim my SSDI as income and pay taxes on it.
Anything I get from the Army and the VA is tax exempt and I don't have to claim any as income.
I do have to claim my SSDI as income and pay taxes on it.
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CSM (Join to see)
I retired the end of March 2014. My W2 from DFAS had my active duty info earnings and withholdings, but nothing about my medically retirement income.
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SFC Mark Merino
Great intel. My breakdown is with social security. I'll hit those hookers up tomorrow. We're on a first name basis practically. My ex claimed so much illegal stuff, forged my name, got huge returns she hid, and I got the audit. next month I make my final payment. The crooked one horse town I lived in had a divorce judge that didn't bat an eye at her. You'd think AZ was military friendly for one of the ultimate red states.
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CSM (Join to see)
Wow, so sorry to hear that Mark. Also, I make quarterly estimated tax payments/deposits on my SSDI so I don't have a big tax liability at the time I file. If you use an accountant, I suggest you ask them about what your tax liability is estimated for the next year given what you get from SSA and about the quarterly estimated payments.
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SFC Mark Merino
That's good. My brain still works. Apparently things are different for retirees/medical retirees/100% disabled or whatever. Every link I click on for federal withholding or 1099R says not available for me. The confusion continues.
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SGM Erik Marquez
As recent retiree that was only in pain, not disabled according to the VA... I know I still get a W2 for my retirement pay.. I do not actually get any cash payout from VA for my 30%.. they just don't tax that amount from my retirement pay.....what that says to me is... you have to compare apples the apples in regards to SM's type of retirement, type or amount of VA disability and what or who will get a 1099 or W2
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CSM (Join to see)
Good point SGM Erik Marquez and sound advice. I'd hate to see a RP member get his taxes wrong because what was said here.
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CSM (Join to see)
Here is an email I received this morning from myPay explaining different ways to get your W-2:
Dear Service Member,
On behalf of everyone in the Defense Finance and Accounting Service I want to thank you for your service to our Country. It's been an honor and a privilege to have supported you during your military service.
I would also like to take this opportunity to inform you of the various methods available to you in getting your 2014 W-2 tax statement.
The most secure and convenient way is to use your myPay account. During your time in service, this was how we provided you your Leave and Earnings Statement, pay account information and previous W-2s. Your account remains active for 13 months following your discharge. If you remember your login ID and password, access myPay at https://mypay.dfas.mil/mypay.aspx and select "Tax Statement (W-2)" from your main menu after logging in. If you need your login ID or password, there are links to retrieve them in the 'Log In' panel located on the left side of the myPay home page.
We recently launched a new alternative for you to request your W-2. The AskDFAS application (https://corpweb1.dfas.mil/taxstatement/) now offers a form for military members to request past tax statements without waiting on the phone. The form allows you to enter your current mailing address as well as other information needed to validate your identity. Submitting this secure online form will get you your W-2 in approximately five to ten business days.
Finally, calling the Customer Care Center always remains an option. Please contact the Customer Care Center at [login to see] (option 2) Monday through Friday from 0800 to 1800 Eastern Time. Again, thank you for your service and dedication.
Mr. Jerry W. Christensen
Director, Finance Operations
Dear Service Member,
On behalf of everyone in the Defense Finance and Accounting Service I want to thank you for your service to our Country. It's been an honor and a privilege to have supported you during your military service.
I would also like to take this opportunity to inform you of the various methods available to you in getting your 2014 W-2 tax statement.
The most secure and convenient way is to use your myPay account. During your time in service, this was how we provided you your Leave and Earnings Statement, pay account information and previous W-2s. Your account remains active for 13 months following your discharge. If you remember your login ID and password, access myPay at https://mypay.dfas.mil/mypay.aspx and select "Tax Statement (W-2)" from your main menu after logging in. If you need your login ID or password, there are links to retrieve them in the 'Log In' panel located on the left side of the myPay home page.
We recently launched a new alternative for you to request your W-2. The AskDFAS application (https://corpweb1.dfas.mil/taxstatement/) now offers a form for military members to request past tax statements without waiting on the phone. The form allows you to enter your current mailing address as well as other information needed to validate your identity. Submitting this secure online form will get you your W-2 in approximately five to ten business days.
Finally, calling the Customer Care Center always remains an option. Please contact the Customer Care Center at [login to see] (option 2) Monday through Friday from 0800 to 1800 Eastern Time. Again, thank you for your service and dedication.
Mr. Jerry W. Christensen
Director, Finance Operations
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This forum really helped me being this is my first year in this predicament I did not know what I had to do. So from my understanding I don't have to do anything for taxes.
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