If you, or your spouse, are a member of the military, you may be
eligible to receive free assistance with the preparation and filing of
your federal tax return. The U.S. Armed Forces participate in the
Volunteer Income Tax Assistance Program (VITA). The Armed Forces Tax
Council (AFTC) oversees the operation of the military tax programs
worldwide, and serves as the main conduit for outreach by the IRS to
military personnel and their families. The AFTC consists of tax program
coordinators for the Marine Corps, Air Force, Army, Navy and Coast
Guard.
Military-based VITA sites provide free tax advice, tax preparation,
return filing and other tax assistance to military members and their
families. The volunteer assistors are trained to address
military-specific tax issues, such as combat zone tax benefits.
Military commanders support the program by detailing members of the
military to prepare returns and by providing space and equipment for
tax centers. The IRS supports these efforts by providing tax software
and training.
To receive this free assistance, you should bring the following records to your military VITA site:
• Valid photo identification
• Social Security cards for you, your spouse and dependents or a
social security number verification letter issued by the Social
Security Administration
• Birth dates for you, your spouse and dependents
• Current year’s tax package, if you received one
• Wage and earning statement(s) -- Form W-2, W-2G, 1099-R
• Interest and dividend statements (Forms 1099)
• A copy of last year’s federal and state tax returns, if available
• Bank routing numbers and account numbers for direct deposit
• Total amount paid for day care
• Day care provider’s identifying number
• Other relevant information about income and expenses
If your filing status is Married Filing Jointly and you wish to file
your tax return electronically, both you and your spouse should be
present to sign the required forms. If it isn’t possible for both to be
present, a valid power of attorney that allows tax preparation can be
used to sign and file the return.
For more information, review IRS Publication 3, Armed Forces’ Tax
Guide, available on the IRS Web site at IRS.gov or order a free copy by
calling 800-TAX-FORM (800-829-3676).
Remember that for the genuine IRS Web site be sure to use
.gov. Don't be confused by internet sites that end in .com, .net,
.org or other designations instead of .gov. The address of the official
IRS governmental Web site is www .irs.gov.