The Fort Huachuca Tax Assistance Center’s grand opening is scheduled for Jan. 27 at 9 a.m. The TAC is located in Building 22324, Christy Avenue and will operate 8:30 a.m. – 4:30 p.m. weekdays, on an appointment basis only.
Volunteer tax return preparers are part of the Internal Revenue Service’s Volunteer Tax Assistance Program, or VITA. Fort Huachuca participates in the VITA program and provides free tax advice, tax preparation, return filing and other tax assistance to military members, their Families and retirees. Volunteer assistors at military-based VITA sites are taught to address military-specific tax issues. They receive training and certification by the IRS. About 10 Soldiers and other volunteers are currently being taught to help members of the Fort Huachuca community file income taxes for free.
To receive assistance, clients must bring the following items to the TAC for their appointment:
- Government identification
- Social Security card
- 2013 W-2 tax form(s)
- December 2013 end-of-month Leave Earning Statement
- Voided checks or bank account information, such as the routing and account numbers.
Clients should also bring:
- Copy of 2012 tax return
- Other 2013 tax documentation such as 1099-INT, 1099-DIV, SSA-1099, 1099-MISC, 1099-R, etc., if applicable
- Documentation pertaining to filing status, such as divorce decree stipulating: dependent tax claims, alimonies, etc., if applicable
- Scholarships, tuition fees/debts and student loans if applicable
- If planning to itemize deductions, all applicable receipts and records
Those who arrive for their scheduled appointment without all documents will have to reschedule their appointment.
Those with a lost or stolen Social Security card can request another by filling out the form located at http://www.socialsecurity.gov/online/ss-5.pdf.
Taxpayers should be wary of commercial tax preparers who offer free 1040EZ tax preparation. Sometimes taxpayers don’t qualify for a free return and there is a charge because some state returns are not free.
Tax preparers at the Fort Huachuca TAC will do Arizona state taxes and out-of-state tax returns but cannot do complex out-of-state tax returns. Tax preparers cannot do income taxes returns for someone who had more than 20 stock or bond trades.
The TAC cannot process income tax returns for those with home business income.
However, there is an exception for family child care providers; assistance is available on their income tax returns. Those with questions should call in advance if they have a question as to if your return can be done.
Those who wish to have their return done at the Fort Huachuca TAC should call one week in advance to schedule. To make an appointment or for more information about the tax center, call 533.1040.