MilTax: Start Early, Finish Fast, Enjoy Your Refund

If you’re like most people, you’ll agree that the best thing about tax season is that it only happens once a year. Take the stress out of filing by getting prepared and organized now. Take advantage of MilTax’s free online tax filing software with the support and guidance of Military OneSource tax consultants.

Military OneSource’s tax services are available to service members, immediate family members, survivors, and some Department of Defense civilians.

Start early

Get organized now with these tips:

  • Create a Military OneSource website login or make sure your profile is up to date.
  • Keep a copy of last year’s tax return on hand.
  • Put all incoming tax documents in one place.
  • Create a list of full names, social security numbers, and dates of birth of everyone included on the return.
  • Along with your W-2s, gather any additional income documents, including all 1099 and 1098 forms.
    • Most common 1099 forms include 1099INT, 1099DIV, 1099B, SSA1099
    • Most common 1098 forms include 1098 for mortgage interest and 1098t for education expenses
  • Categorize receipts for deductible expenses.
  • Take advantage of the IRS Interactive Tax Assistant with tax-related questions, as well as IRS Publication 3 and Publication 54 for military members.
  • For any tax preparation questions, contact a Military OneSource tax consultant at 800-342-9647.

Finish Fast

Military OneSource will launch the MilTax online tax preparation and filing service on January 17, 2018. It will be available until October 15, 2018. As soon as convenient, take time to:

  • Log in to the Military OneSource website and go to the MilTax page.
  • Follow the prompts to access the tax preparation and filing software.
  • Set up a profile with the software and answer the questions about your 2017 return.

For more information, resources, or guidance, contact a Military OneSource tax consultant at 800-342-9647. Tax consultants are available year-round Monday through Friday from 8 a.m. until 10 p.m. ET. Extended hours during tax filing season are 7 a.m. to 11 p.m. ET, seven days a week.

Enjoy your refund

Have your bank account information on hand for direct deposits. If, and when necessary, file for an extension prior to, or on the last filing date during the current tax filing season.

Unsure of where your refund is? Track your refund on the IRS Where’s My Refund? page or use the IRS2Go mobile app.

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