Active duty or reserve members of the U.S. Armed Forces may be eligible for military tax benefits. Recently retired or separated members may also be eligible for benefits.
Here’s a list of some of the tax-related resources you may find helpful:
- Tax Information for Members of the Military
- Military Family Tax Benefits
- Eligibility for Military Tax Benefits
- Information for Veterans
Service in a Combat Zone or Qualified Hazardous Duty Area
There are rules specific for Armed Forces members who serve in a combat zone or qualified hazardous duty area. These taxpayers and their families can find out more on the Tax Exclusion for Combat Service page, including the Questions & Answers on Combat Zone Tax Provisions page of IRS.gov. If you fall into this category, you should also review special EITC rules. If these apply to your tax situation, it could lead to a larger refund.
Active-duty military serving in a combat zone or a hazardous duty area often have more time to file their tax returns. However, those with spouses and families may wish to file as soon as they are able to claim various tax benefits and get any refund. If only one spouse is present to file a joint return, they must have proper authorization to file a joint tax return on behalf of their spouse.
Veterans and Disabled Veterans
There is information and resources specific to veterans and disabled veterans. Start with reviewing the Information for Veterans and the Resource for Disabled Veterans page on IRS.gov.
