Tax Center set for ribbon cutting Feb. 1

Maneuver Center of Excellence, Fort Benning file photo by Patrick A. Albright, Maneuver Center of Excellence, Fort Benning Public Affairs

FORT BENNING, Ga. (Jan. 30, 2018) – The Tax Center will observe the start of the tax season with a ribbon-cutting ceremony at 10 a.m. Feb. 1 at the Office of the Staff Judge Advocate (Bldg. 2839 at 6450 Way Ave.).

The Fort Benning Tax Center will provide assistance to Soldiers, retirees and family members through the preparation and electronic filing of Federal and State income tax returns. This free service also provides copying of Federal and State tax forms, accurate advice to client income tax questions and advice on strategies to reduce personal income tax.

Professional tax preparation and advice from the staff are certified by the IRS to prepare returns. Last year, the Tax Center saved Fort Benning Soldiers and Families more than $1 million in tax preparation fees.

The center will be open Mondays, Tuesdays, Thursdays and Fridays from 9 a.m. to 5 p.m. and Wednesdays from 11 a.m. to 7 p.m. during 2018 tax season. The center will be closed on all training and federal holidays.

New procedures for the 2018 tax season include: 1040 returns are completed and filed by appointment only, 1040A returns are completed by appointment or walk-in Monday through Friday from 1 to 3 p.m. and 1040EZ returns are completed by walk-in only Monday through Friday from 1 to 3 p.m.

Call 706-545-4267 or 706-545-9062 to make an appointment.

If you do not know what type of return you will be filing (1040, 1040A, or 1040EZ), please call the Tax Center for assistance.

 

ELIGIBILITY

If you are entitled to legal assistance, then you are entitled to have your returns prepared by the Tax Center. However, due to VITA regulations, the staff cannot prepare the following types of returns:

  • Anything requiring a Schedule C (if you own your own business) or Schedule SE unless it is due to providing child care through CYS or SCH EZ.
  • If you sold more than 10 stocks/bonds in the calendar year
  • If you have more than three rental properties
  • Foreign Earned Income
  • Puerto Rico state returns

During the tax season (1 February 2018 – 17 April 2018), the staff will not do prior year returns or amended returns. The staff will, however, schedule appointments for these after the tax season by appointment only.

 

REQUIREMENTS

You MUST bring your military or dependent I.D.

You MUST provide adequate proof of Social Security number that must come directly from the Social Security Administration for each taxpayer, spouse, and dependent(s) you wish to claim.

This includes:

  • Actual or copy of Social Security card
  • A memorandum from the Social Security Administration
  • Social Security statements for retirees

Prior year tax returns with your social security number on them ARE NOT sufficient

Keep in mind that it takes two to three weeks for newborn children to be properly registered into the SSA’s system

 

DOCUMENTS TO BRING

To expedite your wait time, fill out, print and bring this form with you: 2018 Intake/Interview and Quality Review Worksheet (English).

Also bring all that is applicable below:

  • W-2 for all wages received
  • Military ID (self and spouse)
  • Social Security card for member, spouse and dependents
  • Property tax receipts
  • Receipts for charitable contributions
  • Home mortgage interest statement
  • Power of attorney (if necessary)
  • Student loan interest statement (1098-E)
  • Interest statement (1099 INT)
  • Prior year federal and state tax return
  • Divorce decree
  • Proof of child care expenses (tax ID)
  • Proof of educational expenses (1098-T)
  • IRA/TSP contribution statement
  • HUD-1 settlement statement
  • Educator expenses
  • Statements reflecting sales tax paid on major items, such as vehicles, boats and more
  • Capital gains/loss dividend income statement (1099 DIV)
  • Bank information with routing and account number (voided check preferred in order to properly distribute refund)

To learn more about the Tax Center and other services of the Office of the Staff Judge Advocate, visit www.benning.army.mil/mcoe/sja. Customers can also call 706-545-4267 or 706-545-9062.

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