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Preparing and Filing Your Taxes

Overview

T-A-X-E-S. This five-letter word doesn’t have to bring on a feeling of dread.

Get ahead of your taxes and stay organized with Military OneSource MilTax, a suite of free tax services from the Defense Department designed exclusively for our military community.

MilTax includes easy-to-use tax preparation and e-filing software, personalized support from tax consultants and current information about filing taxes in the military.

Free MilTax Software

MilTax’s preparation and e-filing software is available from mid-January to mid-October. It’s easy to use and guaranteed to be 100% accurate.

E-File Free

Tax Time Made Easier

Image of Tax Form

Tax Tips Made for Military Life

Access free tax-filing services

Free MilTax preparation and e-filing software is available from mid-January through mid-October. Powered by an industry-leading tax service provider, it’s designed to address situations specific to the military.

To access MilTax, your eligibility will be verified through DEERS. Remember to return to Military OneSource, not the software provider’s website when you access the software in the future.

Military OneSource MilTax also offers free tax consultations to eligible service members and their families. Have a question or need help starting your tax return? MilTax consultants are specially trained to help with tax situations specific to service members and their families so you can receive your tax refund sooner.  Call 800-342-9647 or live chat 24/7 to schedule an appointment with a MilTax consultant.

You can also get in-person support at a Volunteer Income Tax Assistance office location. The VITA program, provided by the IRS, provides coordinators for the Army, Marine Corps, Navy, Air Force and Coast Guard.

These specialists are trained to address military-specific tax issues like combat-zone benefits and applying Earned Income Credit guidelines. They oversee the operation of military tax programs worldwide and serve as the main IRS outreach for military personnel and their families.

MILITARY ONESOURCE SERVICE TO ACCESS FREE TAX-FILING SERVICES

Educate yourself on tax extensions

Filing taxes after the official deadline is common, but there are important things to understand. For starters, you must file Form 4868 before the tax deadline. MilTax consultants can help make your tax filing — or extension — easy.

Maximize your tax refund and tax credits

A tax refund isn’t free money, even if it feels that way. You worked hard to earn it, so put it to good use to help secure your financial future. Pay down your highest-interest credit card debt, build up an emergency fund, donate to a charitable organization or invest in yourself by using your refund for a certification class.

Filing State Income Taxes in the Military

When you’re constantly on the move, it can be hard to know where to file your state income taxes.

Active-duty service members and their spouses have protections under the Servicemembers Civil Relief Act, including one regarding where to claim residency for the purposes of taxes and voting. There are rules for military service members and slightly different rules for military spouses.

Military OneSource MilTax services include free tax prep and e-filing software, as well as consultations with experts to answer your questions about state taxes, the SCRA and other tax-related matters.

The 2023 Veterans Auto and Education Improvement Act of 2022 allows the active-duty service member and spouse to file state income taxes based on one of three choices: The residence or domicile of the service member, the residence or domicile of the spouse, or the permanent duty station of the service member.

The service member Leave and Earnings Statement will indicate which state they are claiming as legal resident. Military service members are not required to change their legal residence when they move to a new state solely because of military orders; they may maintain their legal residence in a state where they have previously established it.

Your state of legal residence is the place where you claim to maintain a permanent legal residence, as demonstrated by a wide variety of factors that include:

  • Maintaining voter registration and voting
  • Filing and paying state income taxes
  • Maintaining a driver’s license
  • Registering vehicles and other indicators of intent

Your legal residence as shown by these factors should be the same place as your legal residence indicated on your LES.

SCRA rules for state income taxes apply only to the service member’s military income. Income from other sources, including second jobs and rental property, are not covered by the SCRA protections and need to be reported to the state in which it was earned. The service member will file state taxes in the state or states where that income is considered earned. Spouse personal service income can be applied to any of the above locations.

Military spouses may elect to use the residence or domicile of the service member, the residence or domicile of the spouse, or the permanent duty station of the service member for the purposes of taxation regardless of their current work location.

The provisions of SCRA do not apply to military children. If required to file state income taxes, they should file in the state where income was earned.

Do you have questions about your federal or state income taxes? Schedule a free appointment with a Military OneSource MilTax consultant by calling 800-342-9647 or using live chat. OCONUS/International? View calling options.

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