NROTC filing taxes

ProudDad17

ProudDad17

5-Year Member
Joined
Nov 3, 2016
Messages
1,289
DS is home for spring break and I am trying to help him file a tax return for the first time. He is a Midn 3/c on scholarship, so he went to CORTRAMID last summer. It is my understanding the money he was paid during CORTRAMID is taxable, and taxes were withheld from his pay for that. He received something from DFAS in January, which I assumed was a W-2 (or similar statement of earnings). When he opened this today he found it was a 1099 form showing interest earned from DFAS. Neither of us have any idea why he would have interest earnings from DFAS and he has not received an earnings statement from DFAS. He checked his email and nothing there. He tried to log into his DFAS account, but the password was expired. He requested a password reset, but it appears the reset link was sent to a military email account associated with his CAC card, which he cannot seem to access from his laptop. They did not receive any instructions from the unit about what to expect as far as filing taxes, I'm at a bit of a loss here how to help him right now.

Wondering is anyone has experience with this that can tell me how they received earnings statements and if they received a 1099 from DFAS. At this point his plan is to talk to the HR assistant when he returns from break, but I'm just hoping for some insight here before he returns to school.
 
While my DS was in NROTC, he would get a 1098T from the university depicting his scholarship value and a W2 from DFAS showing his wages while on summer cruises.
 
I don’t have anything useful to post beyond empathy: my DS can’t get to his bc he was never issued a CAC card. He is working to resolve this through his unit. I realize spring break might interfere with your DS’ attempts to get help from the unit, but it’s worth a try. He can’t be the only one in the unit suffering through tax prep.
 
hMy DS's experience was the same as Grunts. We may have had to look up the 1098T online. If you still have the paystub from Cortramid you could use that.
 
@USMCG and @kinnem do you happen to remember if the W-2 came hard copy or electronically? We received the 1098 from the university. I am still pretty baffled by the 1099 from DFAS showing interest income. Good thought on the pay stub. I'll have him see if he still has it. I'm a little surprised teh unit didn't do some sort of brief to the 3/c mids on what to expec tsince this would be their first time filing a tax return, but we will get this figured out.
 
We got hard copy but not sure if we (or the unit) printed it. I do remember the NROTC unit helping in the process - either guidance or help in obtaining the W-2's.
 
If you have DFAS MyPay access, after you log in, look at the options towards the bottom of the page and you should see W2 as an option to print. Its on the same page where the LES is available.

Edited to add you will need CAC access.
 
I honestly don't remember. It might have even been mailed to the DS although that seems unlikely. I do remember getting info from him over the phone, but that might have been the 1098T stuff. After freshman year I just let him do it and only made sure he didn't declare himself as a dependent so I could take him. I did go over the rough numbers every year as one year he had himself owing money and I knew that couldn't be correct. He's totally on his own now except Turbo Tax guides him through it.

Hah! Unrelated, but I'm reminded explaining interest earned to him. He thought he was getting rich each month until I explained "...and now you have to divide by 12 son." "What?!?!?!?" was the reply. "Screw that!" he said. "That's no deal!" :D
 
cptenca said:
If you have DFAS MyPay access, after you log in, look at the options towards the bottom of the page and you should see W2 as an option to print. Its on the same page where the LES is available.

Edited to add you will need CAC access.
Click to expand...
We tried that, but his password was expired and the reset password link said and email would be sent to the the address associated with his CAC card, which must be his .mil email that he can't access from home.

Thanks for the input everyone. Looks like he needs to find his paystub from CORTRAMID or work with the unit when he gets back next week.
 
When you login to MyPay and indicate that you forgot password instead of using email just ask that it be mailed...it took less than a week and we were able to pull his w2 then once we received the password.
 
goirish1 said:
When you login to MyPay and indicate that you forgot password instead of using email just ask that it be mailed...it took less than a week and we were able to pull his w2 then once we received the password.
Click to expand...
Thank you. He saw that as an option, but I don't think he thought it would come that fast. His plan is to log into his .mil email from a computer in the ward room with a CAC reader, reset his password and change the email associated with MyPay to his regular email. If that doesn't work, he will have them mail his password reset.
 
You must log in or register to reply here.
Back
Top