Mission

The Summers Family Foundation Tax Resource Program will provide military veterans with resources and remote guidance to successfully complete all tax requirements of veterans. In the future, the Foundation will author a reference guide which will consolidate all tax requirements and provide basic step-by-step instruction for veterans to easily prepare their taxes.


Tax Resources

IRS Armed Forces Tax Guide Resource website

IRS Armed Forces Tax Guide Publication 3

IRS Taxable and Non-Taxable Income Publication 525


The IRS and the Armed Forces have teamed up to provide the Volunteer Income Tax Assistance (VITA) program  which provides free tax advice, tax preparation, return filing and other tax assistance.  Many of the military-based VITA sites provide assistance to Veterans as well as military families.  To find out of your local installation has the tax preparation service available for Veterans, call 1-800-906-9887.


Veterans of all ages can prepare and e-file their federal tax returns for free through the IRS Free File Program available on IRS.gov.  Free File is offered through a public-private partnership between the IRS and brand-name tax software companies. Free File allows you to safely and securely download software for at home tax preparation and filing.  Free File software is for taxpayers who earn $58,000 or less.

Free File website

Contacts

1-800-906-9887  Locate a VITA site for income qualifying veterans who are unable to prepare their own taxes.
1-800-829-1040  Senior veterans can call the TCE Programs.
1-888-227-7669  AARP's Tax-Aid.

Veteran's With Disabilities

New rules are also in effect for disabled veterans and their families. Many rehabilitation program payments are now tax exempt. Additionally, the earned income tax credit has been expanded and may apply to many disabled veterans.