View/Print My Year End Forms Overview
Introduction
This guide provides the procedures for Retirees, Annuitants, or Former
Spouses to view, print, and/or save Year End tax forms in Direct Access
(DA).
Before you
Begin
Payslips, 1099R, and ACA forms will open in a new window. It is
important to turn off the pop-up blocker in your web browser to view
them. If you are using a MAC, you may need to download another
browser such as Chrome or Internet Explorer. For more information on
how to turn off the pop-up blocker, see the Direct Access Compatible
Browsers user guide.
You will also need Adobe Acrobat reader installed. An Adobe Acrobat
link is provided upon opening the 1099R and ACA forms pages.
Information
Log into DA Self Service at Direct Access Self Service.
Contents
Topic
See Page
Tax Consent Form
2
View/Print 1099R
6
View/Print Affordable Care Act (ACA) Forms
11
26 March 2023
Tax Consent Form
Introduction
This section provides Retirees, Annuitants, and Former Spouses the
procedures for consenting to receive electronic tax documents in Direct
Access.
Procedures
See below.
Step
Action
1
Select Retiree Self Service from the My Homepage drop-down.
NOTE: Some Retirees may have more than one user access; in which case, you
will need to select the Member Self Service tile to view the Self Service menu.
Continued on next page
26 March 2023
Tax Consent Form, Continued
Procedures,
continued
Step
Action
1.5
Select the Change My EFT/Direct Deposit option.
Continued on next page
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Tax Consent Form, Continued
Procedures,
continued
Step
Action
2
The Tax Document Consent Form will display.
Continued on next page
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Tax Consent Form, Continued
Procedures,
continued
Step
Action
3
If Your Current Status indicates No Consent Received or Consent Withdrawn
and you wish to receive these forms electronically, click “Check here to indicate
your consent to receive electronic W-2 and W-2c forms”. Click Submit.
Or
If Your Current Status indicates Consent Received and you wish to receive
paper copies of these forms, click “Check here to withdraw your consent to
receive electronic W-2 and W-2c forms”. Click Submit.
Continued on next page
26 March 2023
Tax Consent Form, Continued
Procedures,
continued
Step
Action
4
If you elected to change your consent status, the Verify Identity message will
display. Enter your Direct Access Password and click Continue.
5
Your Current Status will update based on the selection made in Step 3. Click
Return to CG Retired Pay Self Service to return to the home page.
26 March 2023
View/Print 1099R
Introduction
This section provides Retirees, Annuitants, and Former Spouses with the
procedures to view, print, and/or save a 1099R in Direct Access.
Procedures
See below.
Step
Action
1
There are two ways to access the 1099R forms. 1) Select View/Print My Year
End Forms or 2) Select View My 1099R.
Note: Some Retirees may have more than one user access; in which case, you will
need to select the Self Service tab to view the Self Service menu.
Continued on next page
26 March 2023
View/Print 1099R, Continued
Procedures,
continued
Step
Action
2
The Tax Document Consent Form will display. To access the 1099R forms, click
View/Print 1099R.
Continued on next page
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View/Print 1099R, Continued
Procedures,
continued
Step
Action
3
A list of the available 1099Rs will display. Click on the year for the 1099R you
wish to view/print.
Note: You will need Adobe Reader to view the 1099R. If you do not currently
have Adobe Reader, you will need to download it by clicking on the Get Adobe
Reader link and follow the instructions provided by Adobe.
Remember: You will need to turn off pop-up blockers in your web browser to
view the 1099R.
4
The selected 1099R will open in a new tab.
Continued on next page
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View/Print 1099R, Continued
Procedures,
continued
Step
Action
5
The 1099R may be printed and/or saved to your personal files.
To print: Click the printer icon located on the document’s tool bar.
6
The printer dialog will open. Ensure the printer name is correct and click Print.
Continued on next page
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View/Print 1099R, Continued
Procedures,
continued
Step
Action
7
To save the document to your computer, click the disk icon located on the
document’s tool bar.
8
To exit out of the 1099R, you will need to close the tab. To view another 1099R,
select another year from the list of available 1099Rs. To return to the Self Service
menu, click the House icon in the upper right corner of the page.
26 March 2023
View/Print Affordable Care Act (ACA) Forms
Introduction
This section provides Retirees, Annuitants, and Former Spouses with the
procedures to view, print, and/or save Affordable Care Act (ACA) forms
in Direct Access.
Procedures
See below.
Step
Action
1
There are two ways to access the Affordable Care Act (ACA) forms. 1) Select
View/Print My Year End Forms or 2) Select View/Print My ACA Forms.
Note: Some Retirees may have more than one user access; in which case, you will
need to select the Self Service tab to view the Self Service menu.
Continued on next page
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View/Print Affordable Care Act (ACA) Forms, Continued
Procedures,
continued
Step
Action
2
The Tax Document Consent Form will display. To access the ACA forms, click
View/Print ACA Forms.
Continued on next page
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View/Print Affordable Care Act (ACA) Forms, Continued
Procedures,
continued
Step
Action
3
A list of available ACA forms will display from oldest to newest. Locate the year
of the form you want to open, click 1095-B for that year.
Note: You will need Adobe Reader to view the 1095-B. If you do not currently
have Adobe Reader, you will need to download it by clicking on the Get Adobe
Reader link and follow the instructions provided by Adobe.
Remember: You will need to turn off pop-up blockers in your web browser to
view the 1095-B.
4
The 1095-B will open in a new tab.
Continued on next page
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View/Print Affordable Care Act (ACA) Forms, Continued
Procedures,
continued
Step
Action
5
The 1095-B may be printed and/or saved to your personal files.
To print: Click the printer icon located on the document’s tool bar.
6
The printer dialog will open. Ensure the printer name is correct and click Print.
Continued on next page
26 March 2023
View/Print Affordable Care Act (ACA) Forms, Continued
Procedures,
continued
Step
Action
7
To save the document to your computer, click the disk icon located on the
document’s tool bar.
8
To exit out of the 1095-B, you will need to close the tab. To view another 1095-B,
select another year from the list of available 1095-Bs. To return to the Self
Service menu, click the House icon in the upper right corner of the page.
26 March 2023
