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Making Tax Filing Simple

T-A-X-E-S. It’s that time of the year again. The good news is that members of the military community have access to Military OneSource MilTax benefits to help take the hassle out of tax time. The MilTax suite of services is provided by the Department of Defense ─ which comes with a 100% guarantee ─ exclusively for service members, eligible family members and survivors.

With MilTax, you have 24/7 access to tax preparation and e-filing software. You can also live chat or call 800-342-9647 any time to schedule an appointment to speak with consultants trained in tax considerations for the military. They can help you understand how tax laws affect you and your family. Use these resources to get an early start on filing your tax return and increase your chances of getting a nice refund. With MilTax, there are no hidden surprises.

Get ahead of — and a handle on — your taxes

Whether you use MilTax or do it yourself, here are some steps to make tax filing simple.

  • Get an early start. Identify one place — a folder, shoebox or computer file, for example — to put all your tax documents so you have everything together when you need to file.
  • Gather the documents and items you’ll need for tax preparation. These include:
    • Social Security number(s) and date(s) of birth for you, your spouse and other eligible family members
    • All W-2 forms, from all employers, for you and your spouse
    • Form 1099 for independent contractors
    • Documentation of child care, education and adoption costs

    Free MilTax Software

    MilTax’s tax preparation and e-filing software is free, easy to use and available from mid-January to mid-October.

    • Investment income forms
    • Alimony information
    • Social Security benefits information
    • Miscellaneous income forms
    • Form 1098-E for student loan interest
    • Form 1098 for home mortgage interest
    • Charitable donations receipts
    • Medical and dental expense bills
    • Real estate tax documents
    • Receipts for any deductible expenses

    Not sure of all the documentation you’ll need? Contact a MilTax consultant to answer your questions on which documents you’ll need to file for your specific situation.

    What to know about filing for tax extensions

    Filing taxes after the official deadline is common. The easiest way to get an extension is to file Form 4868, Extension of Time to File, before the tax deadline. Keep in mind: if you owe taxes, you’ll be charged interest from the date the payment is due. You may also incur penalties. If you are unsure about how to file an extension, or simply want guidance, a MilTax consultant can walk you through the appropriate steps.

    Automatic extensions are available for service members living outside the United States and those serving in combat zones. Get tips on filing taxes as a deployed service member.

    Call Ahead. Get started on your taxes now by connecting free of charge with a MilTax consultant for military-specific information regarding your tax questions. Filing early can help you get your refund sooner. Call 800-342-9647 to schedule a consultation today. OCONUS/International? Click here for calling options.

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