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Military Personnel Get Free Help with Taxes

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The military has a strong Volunteer Income Tax Assistance Program. The Armed Forces Tax Council consists of the tax program coordinators for the Army, Air Force, Navy, Marine Corps, and Coast Guard.  The 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.

Airmen, soldiers, sailors, marines, guardsmen, and their families worldwide receive free tax preparation assistance at offices within their installations.  These VITA sites provide free tax advice, tax preparation, and assistance to military members and their families.  They are trained and equipped to address military specific tax issues, such as combat zone tax benefits and the effect of the Earned Income Tax Credit guidelines.

Most service members file their tax returns electronically at their tax centers and, by selecting direct deposit, receive their refunds in as little as one week. This combined effort ensures that service members receive free tax assistance from well-trained and equipped military tax preparers.

Items to bring to the VITA/TCE site to have your tax return prepared:

Proof of identification

Social Security Cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration

Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse and dependents

Proof of foreign status, if applying for an ITIN

Birth dates for you, your spouse and dependents on the tax return

Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers

Interest and dividend statements from banks (Forms 1099)

A copy of last year's federal and state returns if available

Proof of bank account routing numbers and account numbers for Direct Deposit, such as a blank check

Total paid for daycare provider and the daycare provider's tax identifying number (the provider's Social Security Number or the provider's business Employer Identification Number)

To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.

It is extremely important that each person use the correct Social Security Number. The most accurate information is usually located on your original Social Security card.  Each year hundreds of thousands of returns are delayed in processing, or credit/deductions are disallowed because names and Social Security Numbers do not match Social Security Administration records.

To prevent processing delays in paper returns and rejected electronically filed returns, volunteers check the accuracy of each Social Security Number, as well as the spelling of the name associated with the number.  If you do not have an SSN for you or a dependent, you should complete Form SS-5, Social Security Number Application.  This form should be submitted to the nearest Social Security Administration Office.

If you or your dependent is not eligible to get a Social Security Number, you may need an Individual Taxpayer Identification Number (ITIN).

There are payment options available when using IRS e-file.

If you owe, you can make a payment (by April 15) by authorizing an electronic funds withdrawal (direct debit) from a checking or savings account, paying by credit (Discover Card®, American Express®, MasterCard® or VISA® Card), or by check or money order (payable to the United States Treasury) using Form 1040-V, Payment Voucher.

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