Tax season can be especially challenging for military families due to unique circumstances like deployments, combat zone exclusions, and frequent moves. Fortunately, there are several resources available to make filing your taxes easier and more affordable.
1. Military Installation Tax Centers
Many military bases offer free tax preparation assistance through the IRS-sponsored Volunteer Income Tax Assistance (VITA) program. Trained volunteers can handle complex military-specific tax issues. Contact your local base for details on locations, hours, and appointment scheduling.
2. Off-Base Services
- Liberty Tax: Active-duty and veteran service members can enjoy special pricing on tax prep. Use code MILITARY25 at checkout. Learn More.
3. Online Tax Preparation
- Military OneSource MilTax: Offers free tax preparation and consultations for military members and families. Available mid-January through mid-October. Explore MilTax.
- IRS Free File: Free filing for AGI under $84,000. Higher earners can use free fillable forms. File with Free File.
- TaxSlayer: Free federal tax filing for active-duty military (state returns extra). Check It Out.
- TurboTax Military Discount: Enlisted active-duty military and Reservists can file federal and state taxes for free. Discounts available for officers. Get TurboTax.
- USAA TurboTax Offer: Enlisted members file for free, and officers can file for free until February 28, 2025. Save 20% on federal filings. Learn More.
4. Essential Documents
Prepare these documents to streamline the filing process:
- Photo ID or Military ID
- Social Security cards for all dependents
- Wage statements (Forms W-2, 1099-R, etc.)
- Child care costs, charitable donation receipts, and other deductible expenses
- Bank routing and account numbers for direct deposit
- Last year’s tax return
Military W-2 forms are typically available via the MyPay website by the end of January.
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About the Author
Nicole Strom
Nicole is a retired military spouse of over 25 years, as well as a full time Real Estate Professional serving her clients in and around Colorado Springs.
You need a REALTOR® with vast experience and knowledge of our specific market. You need a REALTOR® that genuinely cares about you and puts your needs first. You need a REALTOR® you can trust. Nicole is that REALTOR®.
