MilTax Eligibility FAQs
If you’re having trouble confirming your eligibility, or have other questions about accessing MilTax, find answers here or contact Military OneSource.
Military OneSource services, including MilTax, are available to Defense Department service members, immediate family members and survivors. Eligibility may vary in certain circumstances. Learn who is eligible.
If you are no longer eligible for Military OneSource services, including MilTax, review the IRS website for additional free filing options. Speak with a Military OneSource consultant directly at 800-342-9647 for more information about eligibility requirements. Are you OCONUS/International? View calling options.
Only medically discharged service members currently enrolled in their service branch’s wounded warrior or seriously ill and injured program are eligible for Military OneSource services, including MilTax. Learn more about wounded warrior program eligibility or contact Military OneSource at 800-342-9647 for additional support.
Recent veterans and their immediate family members are eligible for Military OneSource services, including MilTax, until 365 days past end of tour of service, retirement date or discharge date. Past 365 days, veterans should contact the VA for benefits and services. For questions about this transition of support, contact Military OneSource at 800-342-9647.
No. To access MilTax, we now verify your eligibility through the Defense Enrollment Eligibility Reporting System, or DEERS, by asking you for the information associated with your DEERS record.
The Defense Enrollment Eligibility Reporting System, or DEERS, database contains information for each uniformed service member (active duty, retired or a member of a reserve component), U.S.-sponsored foreign military, Defense Department and uniformed services civilians, other personnel as directed by the DOD and their eligible family members. Learn more about DEERS.
Service members are automatically registered in DEERS but they must register their spouses and other eligible family members. Service members should keep their personal information up to date in DEERS to ensure eligible family members can access benefits. Learn more about DEERS.
To add a new family member to your DEERS report, visit the nearest military ID card issuing facility or set up an appointment online.
You can find your 10-digit DOD ID number on the back of your common access card, or CAC. Or go to the DOD ID Card Office Online and log in to see your profile.
Check to see if you’ve entered all your information into the form correctly. Make sure information is accurate and names are spelled correctly. If your last name is less than three characters or contains special characters, you may need to verify by entering your full Social Security number and date of birth.
We offer the choice to validate your eligibility with your full SSN in case you are unable to validate with options 1 and 2. For example, you may need to use it if you have special characters in your last name or you are using a keyboard with international characters.
We have limited our request to the absolute minimum information required to verify eligibility. The verification process uses the latest in data encryption technology to ensure that your personal information is kept confidential throughout the process. Your information is not stored and is used solely for comparison purposes.
No. The information you provide to confirm benefit eligibility is not saved, stored or shared. Information is used only to authenticate identity.
Verifying your eligibility through Military OneSource’s MilTax page ensures you are accessing the free, MilTax version of the software. Once you’re on the software provider’s website, make sure you see the MilTax logo in the upper right corner.
If you were eligible when you started filing with MilTax this year, you can continue to file throughout the tax season. Contact Military OneSource for more information.
Contact Military OneSource at 800-342-9647 or chat to schedule a consultation.
If you have more questions about verifying your eligibility or accessing MilTax, contact us.