Tax Relief for Military Members and Their Families: Your Guide to Free Assistance

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Tax season can be stressful, but for military members and their families, there’s some good news – you may be eligible for free tax help! Whether you’re stationed domestically or overseas, navigating the tax system can be made easier with programs like MilTax, IRS Free File, and more. Let’s dive into how you can take advantage of these resources.

MilTax: Your Dedicated Tax Solution

Developed by the Department of Defense, MilTax is a lifesaver for military personnel, veterans, and their families. It’s tailor-made to address the unique tax situations that come with military life, like combat pay and frequent relocations. The best part? There are no income limits, so whether you’re enlisted or an officer, MilTax has your back.

With MilTax, you can complete and file your federal tax return, plus up to three state returns, all for free. Say goodbye to costly tax preparation services and hello to convenience and savings.

IRS Free File: Tax Assistance for All

Another fantastic option is the IRS Free File program, available to taxpayers with an adjusted gross income (AGI) of $79,000 or less. This program matches you with a free file provider that suits your needs, with some even offering free state tax return preparation. And don’t worry if your income exceeds the limit – you can still use Free File Fillable Forms at no cost.

Getting started with IRS Free File is a breeze:

  1. Head to IRS.gov/freefile.
  2. Click on the Explore Free Guided Tax Software button.
  3. Use the Find Your Trusted Partner tool or browse all trusted partners.
  4. Review the offers and select the one that fits you.
  5. Follow the links to the partner’s website and get started on your taxes.

Extra Time for Those Serving Overseas

If you’re stationed overseas, filing your taxes might seem daunting, but fear not – you have more time than most. Military members serving abroad typically get extensions, with additional allowances for those in combat zones. However, if you have a spouse and family, filing early could mean claiming important tax benefits. Plus, under certain conditions, a spouse can file a joint tax return on behalf of their partner if they’re unable to do so themselves.

IRS Direct File: A New Option for Some States

For taxpayers in 12 select states, there’s another avenue for free filing – the IRS Direct File pilot program. This new service from the IRS aims to streamline the filing process, offering eligible taxpayers a no-cost option to submit their returns.

For more detailed guidance, be sure to check out:

Final Thoughts

Tax season doesn’t have to be a headache, especially for military members and their families. With resources like MilTax, IRS Free File, and other assistance programs, filing your taxes can be a stress-free experience. Take advantage of these free services, and make sure you’re getting the most out of your tax return. After all, you’ve already served your country – now let Uncle Sam give a little back to you. And for more help on how to keep more of your money in your pocket, reach out to a Certified Tax Planner today. 

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