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U. S. Coast Guard Pay & Personnel Center

Retiree & Annuitant Services (RAS) Branch

Maintaining Your Account with PPC (RAS) & Directory Assistance

 
RAS PAGE MENU
CONTACT US

Self-Service

Use Direct Access Direct Access (DA) Self-Service

BookDA User Guides

E-Mail 

PPC-DG-CustomerCare@uscg.mil

Mailing address:

Commanding Officer (RAS)
U.S. Coast Guard 
Pay & Personnel Center
444 S. E. Quincy St.
Topeka, KS 66683-3591

Telephone

(866) 772-8724
(785) 339-2200

 

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2021 Military Retiree Paydays

Month Pay Date
January  01 February 
February  01 March
March  01 April
April  30 April
May  01 June
June  01 July
July  30 July
August  01 September
September  01 October
October  01 November
November  01 December
December 31 December

Note: Retiree paydays are always on the first day of the month. If the first day of the month falls on a weekend, the pay date will move to the last business day of the payroll month.

Availability of Funds

The Department of Treasury's Financial Management Service (FMS) Kansas City Provides Payment, Collections and Financial Reporting services to the U. S. Coast Guard. FMS has recently undertaken a number of modernization efforts. One of these efforts is called Payment Application Modernization (PAM) which will help FMS process agency payment requests in a more efficient and cost effective manner.

In accordance with NACHA Operating Rules, consumer payments (i.e., Federal salary and travel payments, benefit payments) must be made available for withdrawal no later than the opening of business on the settlement date (provided the entries are made available to the Receiving Depositary Financial Institution (RDFI) by its ACH operator no later than 5:00 p.m. on the business day prior to the settlement date). Corporate payments (i.e., vendor payments, non-benefit payments) must be made available for withdrawal on the settlement date.

Customer Service

Retirees/Annuitants:

Please submit all customer inquiries via e-mail to PPC-DG-CustomerCare@uscg.mil. This is the recommended action because phone calls (including voicemail messages) are manually entered into the PPC ticket tracking system which may cause delays in service. If e-mail is not available to you, please feel free to call (866) 772-8724 or (785) 339-2200; telephone support is provided 0730 to 1600 (Central Time), Monday through Friday. PPC is closed on Federal holidays.

If you are reporting the death of a USCG, NOAA or USPHS Retiree or Annuitant, please call us on one of the phone lines above.

Be sure to visit our branch news page for retiree-related news updates.

SELF-SERVICE & CUSTOMER SUPPORT REQUESTS

Direct Access (DA) Password Assistance

Click here to reset your password for DA Self-Service.

Direct Access (DA) Self-Service

You can manage the items below through Direct Access (DA) Self-Service. Direct Access (DA) Self-Service is the most convenient way to process these requests. Direct Access (DA) Self-Service is available 24/7 and the changes are captured in our pay system NEARLY IMMEDIATELY.  Please click on your request for information on how to use Direct Access (DA) Self-Service, other contact methods, and required information/documents.

 

You can update your address, phone number or e-mail address in Direct Access (DA) Self-Service. Refer to the following user guides for directions:

Note: Changing your address does not update your state taxes. If you need to update your state taxes please refer to the "Update Federal and State Taxes" section below.

If you cannot access the self-service system you may report changes by emailing ppc-dg-customercare@uscg.mil. Please include the following information so we can process your request:

  • Emplid ID or last 4 of your SSN
  • What you would like us to update:
  • Your phone/email in case we need additional information

Note: Requests received outside of Direct Access (DA) Self-service have a processing time up to 45 days after receipt.

 

 

You can update your Direct Deposit in Direct Access (DA) Self-Service. Refer to the Change your Direct Deposit information user guide for directions.

If you cannot access the self-service system, you may provide updated direct deposit completing form CG-2015, Pay Delivery Worksheet, and emailing to ppc-dg-customercare@uscg.mil or mailing it to us at:

Commanding Officer (RAS)
U. S. Coast Guard
Pay & Personnel Center
444 SE Quincy St
Topeka KS 66683-3591

 

 

You can start, modify, and stop allotment in Direct Access (DA) Self-Service. Refer to the Start, Stop, or Change Allotment User Guide for directions..

If you cannot access the self-service system please fill out a CG-7221, Retired Allotment Authorization form and email it to ppc-dg-customercare@uscg.mil

Note: Requests received outside of Direct Access (DA) Self-Service have a processing time of 30 to 45 days after receipt.

 

 

You can change your federal and state income tax withholding in Direct Access (DA) Self-Service. Refer to the Change your Federal and/or State Income Tax Withholding User Guide for directions

Federal Taxes

If you cannot use Direct Access (DA) Self-service fill out the latest version of the IRS W-4, Employee's Withholding Allowance Certificate (Adobe Acrobat Format) and email it to ppc-dg-customercare@uscg.mil .  

State Taxes

If you cannot use Direct Access (DA) Self-service please submit an email to ppc-dg-customercare@uscg.mil and provide the following information:

  • Identify the state for which you want taxes withheld.
  • Monthly amount you want withheld (must be whole dollar amount and at least $10 a month)
  • If you want to change your state of residence for Federal tax purposes.

Note: Requests received outside of Direct Access (DA) Self-service have a processing time up to 45 days after receipt.

.

 

You can view, download, and print your monthly payslips using Direct Access (DA) Self-Service. Refer to the View My Payslip User Guide for directions.

If you cannot access Direct Access (DA) Self Service please email your request to ppc-dg-customercare@uscg.mil. Please include the following information:

  • Emplid ID or last 4 of your SSN
  • The Month and Year payslip you need
  • Your phone/email in case we need additional information

Note: Requests received outside of Direct Access (DA) Self-service have a processing time of up 60 days after receipt.

 

 

You can download IRS Form 1099, dating back to 2013, and IRS Form 1095 (Affordable Health Care Act, Health Coverage) using Retired Global Pay Self-Service. Refer to the View, print or save your IRS Form 1099R/1095 User Guide for directions. 

If you cannot access Direct Access (DA) Self Service please email your request to ppc-dg-customercare@uscg.mil. Please include the following information:

  • Emplid ID or last 4 of your SSN
  • The Month and Year Pay slip you need
  • Your phone/email in case we need additional information

Note: Requests received outside of Direct Access (DA) Self-service have a processing time of up to 60 days after receipt.

 

 

You can view your final pay beneficiary(ies) using Direct Access (DA) Self-Service. Refer to the View My Final Pay Beneficiary User Guide for directions.

If you would like to update this information please complete a CG-3600 and email it to ppc-dg-customercare@uscg.mil.

Note: is only used for final pay beneficiaries. It is NOT used for designating beneficiaries under the Survivor Benefit Plan (SBP).

 

You can view and update your delivery options by using Direct Access (DA) Self-Service. Refer to the Pay Slip Mailings and Newsletter Mailing User Guide for directions.


 

Customer Support Requests

Click on your request topic below to get detailed information on the required documents and information needed for RAS to process your request.

A folded U. S. Flag
How to Report a Death

You can report the passing of your loved one via e-mail to ppc-dg-customercare@uscg.mil or by phone at 1 866 772-8724  (only during business hours – M-F 0730 to 1600)

Please ensure you have the following information available:

  1. EMPLID/SSN of deceased:
  2. Deceased person's full name:
  3. Point of contact (POC) Name:
  4. Relationship to deceased:
  5.  POC Phone:
  6.  POC E-mail:
  7.  Date of death:
  8.  Location of death (city/state):
  9. Cause of death:
  10. Buried or cremated & location (city/state):

Our Deceased Claims Team will take this information and research our records and reach out to you and/or the beneficiaries with details on required documentation needed to process the death and any related pay benefits in our system.

 

The majority of returned payments are the result of outdated banking information in our pay system. Providing updated banking information to other government entities (e. g., DEERS, VA) does not update your information with PPC-RAS and vice versa.

You can update your Direct Deposit in Direct Access (DA) Self-Service. Refer to the Change your Direct Deposit information user guide for directions.

If you cannot access the self-service system you may provide updated direct deposit by calling 1-866-772-8724 or by completing form CG-2015, Pay Delivery Worksheet, and e-mailing to ppc-dg-customercare@uscg.mil or mailing it to us at:

Commanding Officer (RAS)
U. S. Coast Guard
Pay & Personnel Center
444 SE Quincy St
Topeka KS 66683-3591

Note – Returned Allotment: If the returned payment is an allotment it is our standard process to stop the allotment and send the money to your direct deposit account on our next available off cycle. If you need to restart the allotment, we will need new banking information and policy numbers if applicable.

Note – Returned Net Pay: It is our process to make several attempts to reach you and check our system for updates, if new banking information is not received by the 8th of the month your pay account will be placed into a held pay status until new banking information is received.

Since each pay account is unique to the individual, we are unable to provide details on how your life event will affect your pay account.  Life events cannot be taken over the phone and we are unable to process them until a complete package of required forms and supporting documents is received. The complete package is:

  • Marriage, Childbirth, Adoption, Awarded Guardianships
  • Divorce

The completed packages can be emailed to ppc-dg-customercare@uscg.mil or mailed to:

Commanding Officer (RAS)
USCG PPC
444 SE Quincy St
Topeka KS 66683-3591

Note: Once the package is received, we will review your pay account and process the life event. Processing the life event is generally done within 60 days, however incomplete, invalid forms, or missing documents may delay the processing.

Please send an e-mail to us at ppc-dg-customercare@uscg.mil please include the following information in the body of the e-mail.

  1. Your full name
  2. Your Employee ID or the last 4 of your SSN
  3. Description of why you believe your pay is incorrect
  4. Contact details

Note: E-mail submitted without a description/details of why you believe your pay is incorrect will be closed without research.

 

Please submit your request via e-mail to ppc-dg-customercare@uscg.mil. In the e-mail, please provide the following information:

  1. Your Full Name (First, Middle, Last)
  2. Your Employee ID or the last 4 of your social security number
  3. Tax Year you are requesting to have corrected
  4. A brief description of what you think is incorrect, include the box numbers from the form.
  5. Your contact information.

Note: Requests for corrected 1099R have a processing time of up to 90 days.

 

 

Our pay verification letter is a combination of a standard letter and your payslip. The two documents together provide your pay details and informs the financial institution that the pay will continue throughout your lifetime.

  1. Open the Pay Verification Letter (it is in Adobe Acrobat (PDF) file format)
  2. Enter the current date where "Enter Date" is displayed. 
  3. Save and print the Payroll Verification Letter
  4. Attach your most recent RASOMI/Payslip (Refer to the procedures for obtaining your RASOMI/Payslip via Direct Access Self Service) to the letter and send it to the lender.

Note: If your lender does not accept this format, we will need a letter from the lender explaining why. Requests received for a different format has a processing time of 45 to 60 days.

 

FREQUENTLY ASKED QUESTIONS
   
Q How do I report a death?
A Please report the passing of your love one via e-mail to ppc-dg-customercare@uscg.mil or by phone at 1 866 772-8724 (only during business hours – M-F 0730 to 1600)

Please ensure you have the following information available:

1. EMPLID/SSN of deceased:
2. Deceased person's full name:
3. Point of contact (POC) Name:
4. Relationship to deceased:
5. POC Phone:
6. POC E-mail:
7. Date of death:
8. Location of death (city/state):
9. Cause of death:
10. Buried or cremated & location (city/state):

Our Deceased Claims Team will take this information and research our records and reach out to you and/or the beneficiaries with details on required documentation needed to process the death and any related pay benefits in our system.
Q How do I request CG Military Funeral Honors Support?
A

Funeral directors, family members, and veteran advocates requesting Military Funeral Honors (MFH) for a deceased CG veteran (to include in certain instances NOAA, PHS, and U.S. Merchant Marines) should consult the following link to find the phone number for the regional coordinator that applies to their area:

https://www.militaryonesource.mil/products/military-funeral-honors-directory-705/

Should the request be urgent (24-72 hour lead time) or the requester unable to get a reasonable timeframe from the listed number, contact the Casualty Matters Chief on the duty cell phone 24x7: 571-266-2375. Messages left on the Casualty Matters Chief office phone or faxes received are only checked during normal business hours excluding federal holidays. A minimum of 24 hours notice is required, and in some cases depending on travel distance, 48-72 hours are required. MFH and Burial at Sea (BAS) request forms can be downloaded from the links at the bottom of this page and completed/faxed along with the veteran's DD-214 to the regional coordinator once contact is established. The regional coordinator will then schedule a honors detail with a unit local to where the ceremony will be taking place. The Navy or National Guard typically do not and should not be providing honors for CG veterans except as requested by the regional coordinator when resources are scarce.

Q How do I arrange for a Retiree's Burial at Sea?
A Please review the Burial at Sea Program Guide 
   
Q Why is my VA amount the same as my CRDP or gross pay?
A There may be instances where a retiree's VA compensation (offset) can be greater than the retiree's gross pay compensation. In these situations, our system only shows the amount that will zero out the retiree's retired pay compensation.
Q Why did the VA withhold part of my disability pay? Don't they owe me that difference as part of the retro CRDP project? 
A Retirees cannot look at the VA payments separately from the CG & CRDP payments. They must consider all of them together to determine the proper overall entitlement and payment. In some cases where it appears the VA withheld extra monies; it is because the CG had not withheld enough monies due to late notification of a change by the VA. The net result is the correct entitlements and payments were made to the retiree. If the VA had paid the full amount, the retiree would have been overpaid by the CG and we would have had to collect that money back from you. It is much more effective and efficient to adjust payments in this manner rather than have the VA make a payment just to have the CG turnaround and collect it back as an overpayment.
Q My VA disability rating is 50% or higher why is my retired pay reduced?
A

In order to receive full retired pay and full VA pay the retiree must have a VA disability rating of 50% or higher and have 20 years of more of service. If you do not meet both criteria then your VA disability pay will be offset up to the amount of your gross retired pay.

Members who have reached both criteria will see a VA Offset on their payslip in the deductions section and will also see CRDP Earning in the entitlement section on their payslip. Generally these two amounts are the same.

   
Q I have not received my annual certification. When will I receive it?
A In March 2021 the decision was made to discontinue the annual certification process.
Q I have recently divorced a retiree. I was awarded part of my former spouse’s retired pay. How do I get this started?
A You will need to complete a Former Spouse Protection Act (FSPA) Package and e-mail it to ppc-dg-customercare@uscg.mil.
Q I am not being charge state taxes. How do I set this up?
A Although your FSPA direct payment may be subject to state income tax, we are unable to withhold state income tax form your FSPA direct payment.
Q My FSPA payment has changed. Can you tell me why?
A

Due to privacy laws, PPC/RAS is unable to share details about your former spouse’s pay account with you. We encourage you to review pages 2 and 3 of the Former Spouse Protection Act (FSPA) Package listing possible reasons why your FSPA payment amount could change, or you can contact your former spouse for details.

Note: If a Cost of Living Adjustment is authorized at the end of the year, your pay will increase with December's pay.

   
Q What is an Employee ID number and why do I need it?
A

The seven-digit Employee ID is the number we use to identify each Retiree/Annuitant. You will use it instead of your social security number when requesting changes be made to your Direct Access account. Once the self-service portion of the pay system is established (usually after you receive your first retired or annuitant pay), you will be able to use your Employee ID number to log onto the system and make the changes to many transaction types yourself with nearly immediate results.

Q What do I need to do to setup my retired pay account?
A You will need to submit the latest version of the Retirement Processing Package  by e-mail to  ppc-dg-customerservice@uscg.mil.
Q I am unable to get my Retirement Application – Data for Payment of Retired Personnel (DD-2656) filled out prior to my retirement date, can I still file after my retirement date?
A Yes you can still file, however you will be automatically enrolled in Survivor Benefit Pan (SBP) covering all eligible beneficiaries at the highest benefit possible. You also will not receive retirement payments until your valid Retirement Processing Package is processed (typically 30 to 60 days after receipt).
Q I am a reservist when do I fill out a Retirement Application – Data for Payment of Retired Personnel (DD-2656) to setup my retirement account?
A If you are being medically retired, you need to fill out a Retirement Processing Package. form as soon as possible. If you are processing into a RET2/retired waiting pay status, then you do not need to fill out a package; a package will be mailed to you about six (6) months prior to your 60th birthday. Please make sure you keep PPC (SEP) informed of any address, e-mail, and phone number changes.
Q When will I receive my first retired payment?
A Your first retired pay should be processed in 30 to 45 days after your retirement date or receipt of your Retirement Processing Package, whichever is later. Please keep in mind that unsigned or incomplete forms and/or missing documentation will delay the processing of your retirement.
Q How do I get a retired pay estimate?
A To calculate pay estimate open the Retirement Calculator, you will need to have the below information.
  • Pay Base Date:
  • Active-Duty Base Date:
  • Current Rank:
  • Your Time in Service (fully completed years & months)
  • Retirement Point Total (if a reservist)
Q I am RET2/retired awaiting pay, what is my official retirement date?
A Your official retirement date is your 60th birthday, however if you qualify under the early out provision, submitted your request and been approved, your official retirement date is your approved early-out date. If you have been approved for an early our, please email RAS at ppc-dg-customercare@uscg.mil and provide your new retirement date.
Q I gave my retirement application to my SPO, what happens now?
A Providing the application to the SPO does not satisfy the requirement to have the application to PPC/RAS prior to your retirement date. It is the member’s responsibility to submit the application to PPC/RAS.  If the SPO submits the application late, there may not be enough time to correct any issues and your retired pay may be delayed. Please submit your form DD-2656 to ppc-dg-customercare@uscg.mil.
   
Q I have already reported my life event to DEERS/RAPIDS/VA do I also have to submit the information to PPC (RAS)?
A

Yes, you will need to submit documentation to PPC/RAS. Although we are all part of the Federal government, our systems do not communicate with each other.

Q I have experienced a life event, What do I need to do?
A

Life events can cause changes to your account and they cannot be taken over the phone. We are unable to process them until a complete package of required forms and supporting documents is received. Depending on the type of life event, the complete package is:

Marriage, Childbirth, Adoption, Awarded Guardianships

Divorce

The completed packages can be emailed to ppc-dg-customercare@uscg.mil or mailed to:

Commanding Officer (RAS)
USCG PPC
444 SE Quincy St
Topeka KS 66683-3591

Note: Once the package is received, we will review your pay account and process the life event. Processing the life event is general done within 60 days, however incomplete, invalid forms, or missing documents may delay the processing.
Q I want to speak to a Pay Technician before supplying the documents?
A We are unable to provide guidance on how your life event will affect your pay. Each case is unique to your circumstances and required a complete account reconciliation. Providing details cannot be done without a thorough review of your pay record and your supporting documentation
   
Q Will my retired pay be offset by Social Security?
A No, receipt of Social Security does not affect your retired pay.
Q If I entered the service after 7 September 1980 and was promoted within the warrant officer ranks to W-4 while concurrently holding rank of LT, how is my retired pay calculated
A Because High-36 Month Average Basic Pay is calculated based on pay received by the member, the member's promotion within the warrant officer ranks, while concurrently serving as a LT, has no impact on calculation of retired pay. (Ref: 14 USC 423(b); 10 USC 1407; Military Separations Manual Art 1.C.12; DOD Financial Management a Regulation Vol 7-B, section 030108)
Q I am retiring due to physical disability. I was determined to be 30% disabled. However, based on years of service I am entitled to a higher percentage. How will my pay be calculated?
A The multiplier for disability retired pay is either:
  • 2.5 percent for each year of service, or
  • disability percentage assigned by the service at the time you retire
For a member with 30 or more years of service, retiring on or before January 7, 2011, the retired pay multiplier may not exceed 75-percent. The retired pay multiplier is not limited for members with 30 or more years of service who retire on or after January 8, 2011. If you are on the Temporary Disability Retired List, the minimum multiplier is 50 percent while on the TDRL.

PPC (RAS) uses the method that results in the largest payment. But if you’d like to choose the other method, please send PPC your request in writing.

Read more about disability retirement calculation in DoD Financial Management Regulation 7000.14-R (FMR), Volume 7b, Chapter 3, para 030102; Disability Retirement.
Q I've been told that my account is in "Held Pay" status. What is Held Pay?
A

Held pay results when a Retiree or Annuitant fails to provide the required documents to set up their pay account and/or failure to maintain their contact information with PPC (RAS).

Example: Your pay has been returned by your bank, our attempts to contact you have failed and/or new banking information is not received, you are placed into a held pay status until that information is received.

Held pay is released once the member has provided the required information/ documents. If this is done by the 10th of the month the held pay should be released on the next available on-cycle payment, normally the 1st of the month. If this is done after the 10th, however, the held pay may take 45 to 60 days to be released.

   
Q How much will my beneficiary receive when I pass?

A

Your Beneficiary will receive 55% of your SBP Base amount. This amount is listed on the right side of your payslip in the box labeled "Annuity".

Q

Can I cash in my SBP or take a loan off my SBP?

A

The survivor benefit plan does not allow for you to cash out or take a loan.

Q

Can I prepay my SBP?

A

The plan does not allow for you to prepay the SBP premiums.
Q Can I cancel my SBP?
A

You can cancel/terminate your SBP election beginning in the 25th month through the 36th month – or within the third year - of your retirement. Please note that this window is an exit only, not an entrance, and is non-revocable.  As with declining SBP or electing an amount less than full at retirement, spousal concurrence is required. If you believe you are eligible, please complete and submit a Survivor Benefit Plan Termination Request (DD 2656-2). The form cannot be signed or received prior to the first day of your 25th month.


Q

If I cancel my SBP do I get the premiums refunded?

A

The premiums for SBP are not refundable.

Q

Can you tell me if I am listed as a beneficiary of my spouse's/former spouse's/parent's account?

A

Yes we can confirm you are listed, however due to privacy laws additional information may not be provided.

Q

My child is no longer in high school/college and over the age of 18, can I remove the child from SBP?

A


Your child will be automatically removed after their 22nd birthday. If you want your child to be removed between the ages of 18 and 22, you will need to submit a signed letter requesting the removal. If you decide to use the automated process, your child will be removed as follows:

PY = prior year / CY = current year

  • Birthday is 9/2/PY to 12/31/PY they are removed on 7/1/CY
  • Birthday is 1/1/CY to 7/1/CY they are removed on 7/1/CY
  • Birthday is 7/2/CY to 8/1/CY they are removed on 8/1/CY
  • Birthday is 8/2/CY to 9/1/CY they are removed on 9/1/CY
   
Q On my 1099R block 1 and 2 are the same. Why is this?

A

The USCG only reports taxable income. The amount in boxes 1 and 2 will be your gross retired pay minus VA Offset, SBP Charges, and FSPA payments.

Q

I need a duplicate copy of my 1099R. How can I get one?

A


You can download IRS Form 1099, dating back to 2013, and IRS Form 1095 (Affordable Health Care Act, Health Coverage) using Retired Global Pay Self-Service. Refer to the View, print or save your IRS Form 1099R/1095 User Guide for directions

If you cannot access Direct Access (DA) Self Service please email your request to ppc-dg-customercare@uscg.mil. Please include the following information:

Emplid ID or last 4 of your SSN
The Month and Year Pay slip you need
Your phone/email in case we need additional information

Note: Requests received outside of Direct Access (DA) Self-service have a processing time of up to 60 days after receipt.

Q Can I submit federal tax updates over the phone?
A

Federal tax updates can only be done through Direct Access (DA) Self-Service or submitting the most recent version of the W4 form to ppc-dg-customercare@uscg.mil.

Q Can you email me a duplicate of my tax document?
A

Due to privacy concerns, we are unable to e-mail 1099R forms. If you request a duplicate, it will be mailed to the address on file in Direct Access unless you request us to mail it to another address. Of course, you can obtain a copy yourself through Direct Access (DA) Self-Service.

Q The state is incorrect on my 1099R so I updated my address in DA Self-Service. Why weren't my state taxes updated?
A Updating your address with PPC (RAS) does not change your state taxes. You must do that in  Direct Access (DA) Self-Service.  RAS is unable to retroactively change state taxes
Q Why did I not get a 1095B?
A The law which required providing the 1095b is no longer in effect. A 1095b will no longer be issued after the 2021 tax season (calendar year 2020).
Q I have a FSPA deduction. Why did my FITW change so much?
A Your FSPA deduction generally is a pretax deduction. Pretax deductions reduce a member taxable pay, thus reducing the amount of taxes withheld.
Q I received a retroactive disability rating from the VA and I believe my 1099R form should show less taxable income, can you send me a corrected 1099R?
A Your IRS 1099R form for last year is correct. It shows the income (a.k.a. Distributions) paid last year. There's a special procedure you'll need to follow to subtract the non-taxable portion of your retired pay from your total taxable income when you prepare your tax return.

If you retire from the USCG or NOAA based on years of service and are later awarded a retroactive service-connected disability rating by the VA, your retirement pay for the retroactive period is excluded from income up to the amount of VA disability benefits that you would have been entitled to receive. The Form 1099R reports the entire distribution because the income, when paid, was taxable under the law.

A corrected Form 1099R will not be issued by the Coast Guard. This policy is contained in the DOD Financial Management Regulations, Vol 7B and also is stated in the IRS Instructions for Form 1099R, which directs that the entire income distribution will be reported if a part is taxable and a part is not taxable.

Retirees who are affected by the policy should be advised that they need to report the amount of their retired pay on line 16a of the IRS 1040 or line 12a of IRS 1040A then on line 16b of the 1040 or line 12b of the 1040A, enter the taxable amount computed by subtracting from the retired pay the amount of VA compensation for the most recently completed tax year which ended on December 31. The Retiree must attach appropriate copies of the Form 1099R and the VA Award Letter to claim a refund of taxes paid on the excludable amount.

You may also claim a refund of any taxes paid on an excludable amount in previous years by filing an amended return on Form 1040X, subject to Statute of Limitations. For further information on retroactive VA awards, see IRS Publication 525, page 16 which provides information on what you need to do to adjust prior year returns.