The military-based Volunteer Income Tax Assistance program provides no-cost tax advice and preparation, return filing, and other tax assistance to military members and their families. The Armed Forces Tax Council, consisting of tax program coordinators for the Army, Marine Corps, Navy, Air Force and Coast Guard, oversees the operation of military tax programs worldwide and serves as the main Internal Revenue Service outreach conduit to military personnel and families. Soldiers, Marines, sailors, airmen and guardsmen and their families worldwide get tax preparation help at offices on their bases and installations. Volunteer Income Tax Assistance tax specialists are trained and equipped to address such military-specific tax issues as combat-zone tax benefits and the effect of the new Earned Income Tax Credit guidelines.
Taxpayers should bring these items to Volunteer Income Tax Assistance sites to have their tax returns prepared:
- Photo identification
- Social Security cards for the taxpayer, his or her spouse, and dependents, if applicable
- Birth dates for primary and secondary earners and dependents on the tax return
- Wage and earning statements (W-2, W-2G, and 1099-R forms) from all employers
- Interest and dividend statements from banks (1099 forms)
- Bank routing numbers and account numbers for direct deposit
- Other relevant information about income and expenses (total amount paid for day care, day care provider identifying number, tax ID or Social Security number)
To file taxes electronically on a married filing jointly tax return, both spouses must be present to sign the required forms. It would also be helpful to bring a copy of last year’s federal and state returns if they are available.
Visit the Legal Assistance Office at a military installation for more information about Volunteer Income Tax Assistance. To locate the closest military installation, use the Armed Forces Legal Assistance Legal Services Locator.
Based on information from the Internal Revenue Service.