This includes tax preparation and e-filing software, support from tax consultants and current information about filing taxes in the military. MilTax e-filing software is available from mid-January through mid-October. Veterans with disability benefits should also note that VA disability payments are not taxable, which can simplify their tax return. However, if they receive other forms of taxable income, they may need to upgrade to a paid TurboTax version, depending on their filing needs. Ryan started The Military Wallet in 2007 after separating from active duty military service and has been writing about financial, small business, and military benefits topics since then. With TurboTax Live Full Service, a local expert matched to your unique situation will do your taxes for you start to finish.

Deductible moving expenses

1) In the My Info section, indicated you were active duty military and answered the questions about pa grade (must be E1-E9) and answered the other military questions as applicable. Military discount is valid for active duty and reservists of an enlisted rank (E-1 through E-9) with a military W2. To get started, enter your W-2 and verify your military rank when prompted within the TurboTax Online Product (Free Edition, Deluxe, Premium). Ultimately, the goal is to simplify your tax season — not add unnecessary costs. With the right version and a clear understanding of your needs, TurboTax can make filing your taxes a streamlined and stress-free experience.

• So you can start your return and upgrade your version if necessary.
• One of the lesser-known benefits of military service is access to free tax filing and preparation services.
• For officers, the exclusion is limited to the maximum amount of enlisted pay.
• FreeTaxUSA’s Free File program covers all simple forms of income, deductions and credits.
• Both versions support state tax returns, though additional fees may apply.

So you can start your return and upgrade your version if necessary. Remember that most taxpayers will not qualify for TurboTax Free Edition (~37% of taxpayers qualify. Form 1040 + limited credits only). Enlisted active military and Reserve members of the appropriate rank can file state and federal taxes for free using any of the TurboTax online versions, including Deluxe and Premium. If you’re a USAA member, enlisted members can use TurboTax Online and file taxes for free, and officers can file for free before Feb. 28, 2025. All USAA members save 20% when filing their federal tax returns with TurboTax.

Moving and storage expenses

Features like document import and deduction-finding tools can help maximize your refund, but it’s important to consider whether you actually need the higher-tier upgrades or expert help. Not every filer will benefit from these paid add-ons, so review your tax situation carefully before choosing a version. TurboTax takes much of the complexity out of tax preparation by offering a guided, user-friendly experience that supports a wide range of tax situations.

Is this discount a limited-time offer?

Some states follow the federal tax rules, and some cap the exclusion at a certain dollar amount. If you prepare your return in TurboTax, the software will help you take advantage of any state income tax exclusions you qualify for. All active-duty military or reservists can get their taxes done through TurboTax for free or at a military discount when using turbotax military free the Free Edition or Deluxe. E1 – E5 members get free state and federal taxes, while all other personnel ranks will receive a military discount on TurboTax federal products. For other free and discounted tax services, see this Military.com article. There are several options for military personnel to file their taxes for free, including preparation assistance and personal software to prepare and file your own taxes.

TurboTax also offers free tax returns (or a discount on premium versions) for all enlisted military members. Upload a copy of your W-2 (find out when military tax forms are available through myPay), and verify your rank. TurboTax will automatically apply your discount when you file your taxes. You can file both your federal and state taxes for free regardless of which online version you use (free edition, deluxe, premier or self-employed).

What Is The Official TurboTax Military Discount?

Many states offer military families and veterans tax benefits, such as exclusions on military retirement pay or state residency flexibility. Some states do not tax military retirement income, which can significantly reduce a veteran’s taxable income. Unlike active-duty service members, veterans are not automatically eligible for free TurboTax military filing. However, veterans may qualify for free tax filing through other programs.

TurboTax calculations are 100% accurate so your taxes will be done right, guaranteed, or we’ll pay you any IRS penalties. Military discounts are not reflected in prices below and will apply when you file. There are NO discounts on any added benefit bundles, including TurboTax PLUS or MAX. Remember, Veterans have the flexibility to sign up for VA health care or apply for disability compensation or increased disability compensation from the comfort of home, at a time that suits them best. TurboTax software can be downloaded directly from the TurboTax website, or purchased from popular retailers like Costco and Best Buy, both online and in-store. With tax laws changing regularly, TurboTax remains valuable thanks to its in-depth guidance, educational resources and hands-on help throughout the filing process.

Military service members generally pay state income taxes and federal income tax on basic pay, bonuses, and most special payouts. That said, some types of income you might receive during your service are taxed differently. Liberty Tax offers discounted pricing on tax preparation for active-duty service members and veterans, and it has offices all over the country. Use coupon code MILITARY25 to redeem, and visit Liberty Tax’s website to find a location near you to book an appointment. Whether you file your taxes yourself or you’re looking for a tax professional, check out the following freebies and discounts available to military families.

Finally, users can file state tax returns through TurboTax for an additional fee in most cases. However, some states offer free filing options, so it’s worth checking local requirements before paying for the add-on. The free version is designed for simple tax returns and may not cover more complex situations like itemized deductions or certain types of income.

Some local communities also offer free tax-preparation assistance and services without cost. Did you know your service might benefit you when filing your state and federal taxes? Active duty service members, veterans, and military spouses are all eligible for a number of military tax deductions that can result in significant savings on your tax bill.

• Free filing of simple Form 1040 returns only (no schedules except for Earned Income Tax Credit, Child Tax Credit and student loan interest).
• Read through this review to learn how TurboTax simplifies the tax return process and even gives you access to tax professionals if you get stuck or have questions.
• Combat zones are areas where the Armed Forces have engaged or are engaging in combat.
• If you get to a point where you are asked to upgrade, for example to Deluxe because you have moving expenses, go ahead and Upgrade, your tax return will remain 100% free at Check Out.
• Here are the TurboTax versions and a couple of quick facts about them.
• Military members on active duty outside of the U.S. or Puerto Rico qualify for an automatic two-month extension — no need to file Form 4868.

At TaxAct, active-duty military can file federal and state returns for free, plus get free expert assistance. The offer is applied when an eligible Employer ID Number is entered during filing. Taxes can get complicated — and expensive — for military personnel. But as you file your tax returns, be sure to take advantage of special deals that can help make the process more affordable.

As of March, the IRS reported the average direct deposit tax refund this year is $3,330. With that much money on the line, it’s important to use a tool that checks for errors and helps you file with confidence. Navy Federal does not provide, and is not responsible for, the product, service, overall website content, security, or privacy policies on any external third-party sites. The Navy Federal Credit Union privacy and security polices do not apply to the linked site. TurboTax guarantees 100% accurate calculations and offers a maximum refund guarantee. The former Self-Employed version of TurboTax has now been added to Premium, allowing this version to track business deductions such as your vehicle, phone, supplies, home office, and more.