Joint Base San Antonio-Fort Sam Houston, TX —
With the Joint Base San Antonio-Fort Sam Houston Military
Tax Assistance Center opening Monday, it is important to understand where we
are located, who the MTAC serves and the scope of the services provided.
First, the main MTAC site is located on the second floor of
building 131 at 1304 Stanley Road. The
San Antonio Military Medical Center site is located in the SAMMC basement in
room L44-06. Make sure
to confirm the location of the MTAC sites when making your appointment.
Second, the MTAC serves all active duty military members,
military retirees and their dependents.
Unless you are otherwise authorized services as an active
duty military member, retired military or their family members; the MTAC cannot
prepare returns for civilian personnel, military contractors and the general
The center also does not provide services for Reservists and
Guardsmen, unless they are on Title 10 orders for 30 days or more or just came
off of extended active duty. The MTAC also does not provide services for
“gray-area” retired Reservists. If a retired Reservist or Guardsman is
receiving retirement pay, they are eligible for services.
If you are not sure if you are authorized to have your taxes
completed at the MTAC, a good rule of thumb is if you can obtain medical
treatment from SAMMC, then you are eligible to utilize MTAC services. If you
are not sure, contact the MTAC at 295-1040 to clarify your authorization.
If you’re authorized to have your taxes completed at the
MTAC, what type of services does the MTAC provide?
The tax center can prepare most personal income tax returns
and the staff is certified by the IRS to complete advance and military tax
The MTAC can complete tax returns covering wages, interest,
dividend, capital gains with basis, residential rental real estate, IRA
distributions, pension, unemployment, and social security incomes and also
complete Schedule C-EZ business income returns for Child Development Center
The MTAC can complete tax returns that require Schedule A
itemized deductions and education, residential energy, dependent care,
retirement savings, child tax, additional child tax and earned income credits.
The staff at the tax center is specifically trained to
prepare tax returns for military members with combat zone excluded pay and
other military unique tax situations.
There are certain services that are outside the scope of the
MTAC. For example, the tax center does not provide tax services for day
traders, capital gains without basis, people with three or more rental
properties, sale of rental property, returns requiring K-1s beyond interest and
royalties, farm income, foreign tax credits greater than $600 and other returns
deemed outside the scope by the MTAC director.
The staff of the JBSA-Fort Sam Houston Military Tax
Assistance Center looks forward to providing those eligible with outstanding
personal income tax preparation services in the weeks and months ahead.
Appointments can be made beginning Friday at 295-1040 for
the main tax site. Appointments for the SAMMC Tax Site can be made beginning
Monday at 916-1040.