Resources to Make Tax Time Easier for U.S. Military and Veterans
The IRS has a variety of resources to help members of the military, veterans, and their families navigate the unique and complex circumstances that accompany filing income tax while in the military. Reviewing these resources is a good way to prepare for the next tax filing season.
Here is a list of some of these resources.
- Tax Information for Members of the Military is the main page on IRS.gov where people can go to find links to useful information, resources, and services.
- A taxpayer’s military status affects their eligibility for certain benefits. Taxpayers can verify their eligibility for military tax benefits by visiting IRS.gov. Eligible employers include the military, uniformed services, and support organizations.
- There are specific rules for those who serve in combat zones. These taxpayers and their families can learn more on the Tax Exclusion for Combat Service page of IRS.gov. They should also review the specific rules of the labor income tax credit. If these apply to their tax situation, this could result in a larger refund.
- The Armed Forces Tax Guide is a comprehensive IRS publication for the military. This includes:
- Special rules for military personnel serving abroad, including time extensions
- Removal expenses not reimbursed
- Reserve the component’s travel expenses
- Members of the military and eligible veterans can prepare and report their taxes electronically for free through MilTax. Taxpayers who do not qualify for MilTax have other options to prepare and file their federal taxes electronically for free.
- Most military installations offer free tax assistance under the Military Volunteer Tax Assistance program. Members of the military service can contact the legal office at their facility for more details. Veterans can also receive free tax assistance nationwide if they meet the income or age requirements.
- Families receiving child tax credit advance payments will reconcile these payments with the child tax credit they claim on their 2021 tax returns during the 2022 tax filing season. The amount of the child tax credit exceeds the total amount of the taxpayer’s advance payments of the child tax credit, he can claim the remaining amount of the credit on his tax return. However, a taxpayer may have to repay down payments if the down payments are greater than the credit they are allowed based on 2021 tax returns.
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