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Posted

Does anybody remember if DFAS issued some 2015 1099'R with the year printed as 2016 and told to use them for 2015 as they would not be corrected? Seems to be an issue in what year IRS is seeing these 1099 R's. Thanks to anyone who can help.

Posted

I didn't have that situation with any of my clients, but I do remember some talk....

If you have any doubts about the year, ask your client for his last pay stub or look on his 2015 return to see if the exact amount appeared.

Posted

Correcting Your 1099-R

Retirees and annuitants with questions and concerns regarding incorrect tax information may contact the DFAS Customer Care Center at 800-321-1080, submit your inquiry online on our website, or write/fax to:

Retirees:
Defense Finance and Accounting Service
U.S. Military Retired Pay
8899 E 56th Street
Indianapolis IN 46249-1200

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