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Free Tax Help for Military Personnel and Their Families

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					 IRS Tax Tips                                                                     March 13, 2013

Useful Links:                Issue Number: IRS Tax Tip 2013-32
IRS.gov Home                 Inside This Issue
1040 Central

Help For Hurricane Victims
                               Free Tax Help for Military Personnel and
                                           Their Families
News Essentials
                             Many members of the military are able to get their tax returns prepared
What's Hot                   for free on or off most military bases including overseas locations. The
                             U.S. Armed Forces participates in the Volunteer Income Tax
News Releases                Assistance program sponsored by the IRS. VITA provides free tax
                             advice, tax preparation, tax return filing and other tax help to military
IRS - The Basics             members and their families.

IRS Guidance                 Here are four things you need to know about free military tax
                             assistance:
Media Contacts
                             1. Armed Forces Tax Council. The Armed Forces Tax Council
Facts & Figures
                             oversees the military tax programs offered worldwide. AFTC partners
Problem Alerts               with the IRS to conduct outreach to military personnel and their
                             families. This includes the Army, Air Force, Navy, Marine Corps and
Around The Nation            Coast Guard.

e-News Subscriptions         2. Volunteer tax sites. Military-based VITA sites staffed with IRS-
                             trained volunteers provide free tax help and tax return preparation.
                             Volunteers receive training on military tax issues, such as combat zone
                             tax benefits, filing extensions and special benefits that apply to the
The Newsroom Topics          Earned Income Tax Credit.

Tax Tips 2013                3. What to bring. To receive free tax assistance, bring the following
                             records to your military VITA site:
Radio PSAs
                                   Valid photo identification
Fact Sheets
                                   Social Security cards for you, your spouse and dependents, or a
Armed Forces                        Social Security number verification letter issued by the Social
                                    Security Administration
Disaster Relief                    Birth dates for you, your spouse and dependents
                                   Wage and earning statement(s), such as Forms W-2, W-2G, and
Scams / Consumer Alerts                1099-R
                                      Interest and dividend statements (Forms 1099)
Tax Shelters                          A copy of last year’s federal and state tax returns, if available
                                      Checkbook for routing and account numbers for direct deposit
                                       of your tax refund
                                      Total amount paid for day care and day care provider’s
IRS Resources                          identifying number. This is usually an Employer Identification
                                       Number or Social Security number.
Compliance & Enforcement News
                                      Other relevant information about income and expenses
Contact My Local Office
                                4. Joint returns. If you are married filing a joint return and wish to
Filing Options                  file electronically, both you and your spouse should be present to sign
                                the required forms. If both cannot be present, you usually must bring a
Forms & Pubs                    valid power of attorney form along with you. You may use IRS Form
                                2848, Power of Attorney and Declaration of Representative for this
Frequently Asked Questions      purpose.

News                            There is a special exception to this rule if your spouse is in a combat
                                zone. The exception allows a spouse to prepare and e-file a joint return
Taxpayer Advocate
                                with a written statement stating the other spouse is in a combat zone
                                and unable to sign.
Where to File

                                IRS Publication 3, Armed Forces’ Tax Guide, has more helpful
                                information for members of the military. You can download free
                                publications from the IRS.gov website or order them by calling 800-
                                TAX-FORM (800-829-3676).


                                Additional IRS Resources:

                                      Tax Information for Members of the Military
                                      Special EITC Rules for the Military
                                      Combat Zone Service Q&As
                                      Form 2848, Power of Attorney and Declaration of
                                       Representative
                                      Publication 3, Armed Forces’ Tax Guide

                                IRS YouTube Videos:

                                      Military Tax Tips - English | Spanish | ASL
                                      Combat Pay - English | Spanish

				
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