As military personnel, you are entitled to a multitude of military tax benefits. Knowing how to properly apply for those military tax benefits is the key to receiving all that you're entitled to, as quickly and effortlessly as possible.
If you are applying for military benefits, or for compensation for a federally declared disaster, you will need a copy of your most recent W-2 form.
A W-2 is a tax form with your wage information, issued by your employer.
If a duplicate W-2 needed, you can ask your employer directly for a copy of a previous year's W-2 form, or you can retrieve your own copy from the IRS website, filing out Form 4506 labeled "Request for Copy of Tax Return."
The standard cost of getting an old W-2 form is $57.00, unless your requested for W-2 will be used in applying for military benefits or federally declared disaster funds.
MILITARY PAY THROUGH ELECTRIC FUNDS TRANSFER
Active duty pay and military retirement pay are deposited monthly using electronic funds transfer - leaving service members without a paper trail of earnings. To fill out your tax return, you must obtain a W-2 to have a hard copy of your income.
Get your military W-2 form by submitting a request from the myPay Defense Finance and Accounting Service (DFAS) website. You'll need your Social Security number and personal identification number (PIN) to access your account. Follow the "Taxes" link to view and obtain your military W-2.
RETREIVE A LOST MYPAY LOGIN
Go to the myPay "Contact Us" menu if you don't have a log-in identification and/or PIN. There, a list of frequently asked questions will appear including information on how to access your account without your login information - including security questions to prove your identity.
HOW TO CORRECT A W-2
To verify a correct W-2 form, compare your pay stub totals with the W-2 totals, paying close attention to Gross Pay and Taxes Withheld totals.
If the information doesn't not match, bring your W-2 and pay stubs to your payroll department for review. If the numbers are declared incorrect, immediately request a new W-2 from your employer.