DAVIS-MONTHAN AIR FORCE BASE, ARIZ. — The Davis-Monthan AFB Volunteer Income Tax Assistance (VITA) Office is gearing up for the next tax season. DMAFB VITA volunteers are trained and certified by the IRS to prepare a variety of returns for our military community. This is a free service for any Active Duty, dependents (with military ID), National Guard, Reserve, Public Health, and Military Retiree with access to the base. The appointment line will be activated 19 January 2016 for Active Duty, National Guard, Reserve, and Public Health personnel to schedule an appointment. Appointments will start on 25 January 2016. All others can call in beginning 8 February 2016 to schedule their appointments.
Appointment Phone # is 228-3489
The release of tax information from MyPay is as follows:
Annuitant 1099-R | 12/15/2015 |
Retiree 1099-R | 12/16/2015 |
Reserve Component AF, Army, Navy W-2 | 01/07/2016 |
Civilian W-2 (DoD/non-DoD) | 01/08/2016 |
Military/Military Retiree & Annuitant IRS Form1095* | 01/13/2016 |
Active/Reserve Marine Corps W-2 | 01/14/2016 |
Active Component AF, Army, Navy W-2 | 01/24/2016 |
Civilian (DoD/Non-DoD) IRS Form 1095* | 01/26/2016 |
Travel (DITY)/Miscellaneous W-2 | 01/31/2016 |
*New forms from IRS for the Affordable Care Act. Bring to the appointment. |
Key paperwork to bring to your appointment are:
· Military ID for Taxpayer and Spouse (not required for dependents unless we are doing a return for them)
· Social Security Number (SSN) Cards for everyone who is listed on the return —
MANDATORY PER THE IRS
Preparers are required by the IRS to verify SSN Cards for each person listed on a return each year even if we have prepared your return previously. You will have to reschedule your appointment if you do not have SSN cards for everyone on the return. A photocopy or picture of the SSN Cards on your smartphone is acceptable.
Accepted alternatives for the SSN Card are: Medicare Card Part A or Social Security Benefits Statement with your SSN on it.
NOTE: The Social Security Administration is no longer issuing letters with your name and SSN on it while waiting on a new card so now is the time to contact the SSA if you cannot find your card. You can get a new card at the Social Security Office located at 3808 N 1st Ave, just north of Prince Rd, contact phone number is 1-800-772-1213.
· Last year’s Tax Return
· All Tax Forms (W-2s, 1099’s, 1098’s, etc)
· Account Information for Direct Deposit (Institution, Account #, and Routing #)