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10 Tips to Ease Tax Time for Military

Tax time can be particularly challenging for military personnel due to unique circumstances such as frequent re-locations, deployments, and various benefits. Here are 10 tips to help ease the process:

  1. Understand Your Benefits: Familiarize yourself with tax benefits specifically for military members, such as combat pay exclusions, deductions for moving expenses, and the Earned Income Tax Credit (EITC).
  2. Use Military Tax Assistance Programs: Take advantage of the Volunteer Income Tax Assistance (VITA) program, which offers free tax preparation assistance to service members and their families. This is especially useful for those who may not feel confident preparing their own taxes.
  3. Gather Documentation Early: Organize your documents ahead of time. Collect W-2s, 1099s, and other relevant tax forms as soon as you receive them. Keep records of any moving expenses, travel documentation, and any other deductions you plan to claim.
  4. Consider Filing Jointly: If you're married, assess whether filing jointly with your spouse is beneficial. It can often lead to a lower tax rate and access to tax credits that may not be available if you file separately.
  5. Review State Tax Laws: Be aware that your state tax obligations may change based on where you are stationed. Some states offer benefits or exemptions for military personnel, while others may tax certain types of military income differently.
  6. Know Your Deadlines: Be mindful of tax deadlines, especially if you're deployed or stationed outside the U.S. The IRS often provides extensions for military members, but you need to file for the extension appropriately.
  7. Keep Track of Moving Expenses: If you’ve moved for military orders, keep detailed records of your moving expenses. Some expenses may be deductible, so track receipts and costs associated with your move.
  8. Consult a Tax Professional: If your tax situation is complex (e.g., multiple states, business income, etc.), consider consulting a tax professional who is experienced with military tax issues. This can save you time and potentially reduce your tax liability.
  9. Use Tax Software: Many tax software programs offer military-specific features and guidance. Look for software that accommodates your unique tax situations, such as combat pay or deductions related to your service.
  10. File Electronically: Filing your taxes electronically can speed up the process and reduce the likelihood of errors. It also allows for faster refunds if you’re expecting one.


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You’re about to leave Policemen’s Federal Credit Union and visit one of our trusted partners’ websites. Please be aware that we are not responsible for their content. We recommend reviewing their Privacy Policy, as it may differ from ours. We hope you find what you’re looking for and appreciate your visit to Policemen’s Federal Credit Union.

you're about to leave

You’re about to leave Policemen’s Federal Credit Union and visit one of our trusted partners’ websites. Please be aware that we are not responsible for their content. We recommend reviewing their Privacy Policy, as it may differ from ours. We hope you find what you’re looking for and appreciate your visit to Policemen’s Federal Credit Union.

You're about to leave

You’re about to leave Policemen’s Federal Credit Union and visit one of our trusted partners’ websites. Please be aware that we are not responsible for their content. We recommend reviewing their Privacy Policy, as it may differ from ours. We hope you find what you’re looking for and appreciate your visit to Policemen’s Federal Credit Union.

You're about to leave

You’re about to leave Policemen’s Federal Credit Union and visit one of our trusted partners’ websites. Please be aware that we are not responsible for their content. We recommend reviewing their Privacy Policy, as it may differ from ours. We hope you find what you’re looking for and appreciate your visit to Policemen’s Federal Credit Union.