Tax Information for U.S. Servicemembers

tax forms

The tax laws provide some special benefits for active members of the U.S. Armed Forces, including those serving in combat zones.

For federal tax purposes, the U.S. Armed Forces includes officers and enlisted personnel in all regular and reserve units controlled by the Secretaries of Defense, the Army, Navy and Air Force. The Coast Guard is also included, but not the U.S. Merchant Marine or the American Red Cross. However, these and other support personnel may qualify for certain tax deadline extensions because of their service in a combat zone.

  • Publication 3, Armed Forces' Tax Guide, addresses a wide range of issues that may affect members of the military:
    • Online ? browse the publication to find specific information;
    • Portable Document Format (PDF) ? download a copy to read later or print select pages;
    • Hardcopy  ? order a paper copy by calling 1-800-829-3676. 

Other Items:

headerPage0VALoan

  • * Please select the purpose of this loan
  • * Please select the location of the home you wish to finance
  • * Please select the type of home you wish to finance
  • * Please provide a valid email address
  • * Please agree to our terms & privacy policy
  • Next Describe Property

Taxes

Spouse

  • tax forms

    2013 Tax Changes: Should You Be Worried?

    Here's a look at the laws that could wage a multipronged attack on your wallet and what you can do to prepare. Over the last few years, Americans have observed a series of tense Capitol Hill confr... more.

  • Happy Family

    Military Taxes: Family/Spouse Issues

    Military families must contend with moving and child care issues -- and both of these issues can be very expensive. However,  Permanent Change of Station (PCS) and the Child Tax Credits can help ea... more.

  • Taxes

    5 Ways Fiscal Cliff Deal Affects Your Taxes

    At the last possible moment, Congress finally approved a deal to avoid the so-called fiscal cliff that was threatening to enact automatic cuts to government programs and tax increases on American... more.

  • tax collage 380x253

    Money for Some Military Spouses

    Military spouses in states that collect state income taxes may be able to pocket a little more of their paycheck under an amendment that allows spouses to retain their legal residency in their home... more.

Vets

  • Tax Deductions Are Everywhere -- Do You Know Where to Look

    With tax season in full swing, you should take note of the many deductions and credits available to you because of your military service; whether on active duty or on reserve.  Knowing where to loo... more.

  • Tuition Assistance

    Back-to-School Tax Benefits

    Summer is officially over, further signifying that it's that time of year again; back to school time! Many members of the Armed Forces have already started to crack the books in pursuit of advanced... more.

  • Taxes

    5 Ways Fiscal Cliff Deal Affects Your Taxes

    At the last possible moment, Congress finally approved a deal to avoid the so-called fiscal cliff that was threatening to enact automatic cuts to government programs and tax increases on American... more.

  • tax forms

    2013 Tax Changes: Should You Be Worried?

    Here's a look at the laws that could wage a multipronged attack on your wallet and what you can do to prepare. Over the last few years, Americans have observed a series of tense Capitol Hill confr... more.

Servicemembers

  • tax collage 380x253

    Top Tax Tips for Military Personnel

    With the start to the new year behind us, it is time to once again plan ahead for tax season. With the exception of those serving in combat zones or stationed outside the U.S, most military personn... more.

  • Taxes

    Tax Tips for Two-State Residents

    Let's face it -- the American tax system isn't known for its simplicity. And the confusion factor just climbs higher when you lived or worked in more than one state during the year.  To help out, ... more.

  • Student Aid Tuition Assistance

    Programs Give Tax Breaks to Servicemembers in School

    Editor's Note: This article has been updated to reflect current programs and tax laws. Military service men and women, who recently enrolled in continuing education programs or signed up for skill... more.

  • PCS

    Military Taxes: PCS Costs

    Moving Expenses To deduct moving expenses, you generally must meet certain time and distance tests. However, if you are a member of the Armed Forces on active duty and you move because of a perman... more.

Get the Money Matters Newsletter
© 2013 Military Advantage
A Monster Company.