Preparing-Filing and Refunds for Service Members

Preparing, Filing and Tax Refunds - The Essentials

Home Financial & Legal Tax Resource Center Preparing, Filing and Refunds

T-A-X-E-S. This five-letter word doesn’t have to conjure up a feeling of dread. Get ahead of your taxes and stay organized with Military OneSource MilTax, a suite of free tax services from the Department of Defense 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 tax preparation and e-filing software is available from Jan. 22 to Oct. 15. It’s easy to use and guaranteed 100% accurate.

Start your tax return early.

The tax deadline always seems to come sooner than you expect. Be prepared for tax season by organizing your paperwork year-round. Gather the documents and items you’ll need for tax filing preparation as they arrive in the mail and designate a place to put them. Organize your paperwork a few months before the deadline so there is no last-minute scramble to find everything, and so you can secure your tax refund early.

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Access free tax filing services.

Free MilTax Preparation and e-Filing Software is available from Jan. 22 through Oct. 15. Powered by an industry-leading tax service provider, it’s designed to address situations specific to the military. You can also get in-person support at a Volunteer Income Tax Support Assistance office location.

Military OneSource MilTax offers free tax consultations and access to free preparation and e-filing software 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 unique tax situations specific to service members and their families so you can get your tax refund sooner. Call 800-342-9647 or live chat 24/7 to schedule an appointment with a MilTax consultant.

The VITA program, provided through the Armed Forces Tax Council, 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 Internal Revenue Service outreach for military personnel and their families.

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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 4668 before the tax deadline. MilTax consultants can help make your tax – or extension – filing easy.

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Maximize your tax refund.

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.

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