This year, the only tax assistance center available will be at JBSA-Fort Sam Houston to provide free tax preparation and e-filing of federal and state income tax returns for eligible military taxpayers, family members, and retirees.
These services will focus on providing tax services to active duty taxpayers in the grades of E-1 to E-5 and O-1 and O-3’s, their families, and retirees that make a combined income of $60,000 or less.
The taxpayer must live within 50 miles of 2450 Dragon Valley Road, Building 133, at JBSA-Fort Sam Houston, TX 78234. Limited services will be available for military retirees.
WHO: E-1 to E-5 and O-1 to O-3 active duty members and their families/retired military members and their dependents who live within 50 miles of 2450 Dragon Valley Road, Building 133, JBSA-Fort Sam Houston, TX 78234 and make les then $60,000 combined (whose taxes fall within the scope of the Volunteer Income Tax Assistance (VITA) Program).
WHAT: Free Tax Preparation and Filing for returns within VITA Scope. (BY APPOINTMENT ONLY)
WHEN: Feb. 1 through April 15, 2024
WHERE: 2450 Dragon Valley Road, building 133, JBSA-Fort Sam Houston, TX 78234
WHY: The Military Volunteer Income Tax Assistance program exists to enhance mission readiness by providing low-cost, efficient tax preparation to eligible members of the military community.
HOW: Appointments can be made online at https://fortsamtax.setmore.com or by phone at 210-221-1040 beginning at 9:30 a.m. Feb. 1, 2024.
Common Restrictions
- Must have SSN Cards (or photocopies of SSN cards) for taxpayer/spouse and all dependents listed on returns
- Must have all tax documents applicable to your individual tax return (i.e., W-2s, 1099-R, childcare statements, etc.)
- No rental properties
- No stock or mutual funds sales, or other complex cases
- No “Married Filing Separately” filing status cases
- Retired members cannot make more than $60,000 in combined income