Fort Bliss Tax Center

Fort Bliss Tax Center ABSOLUTELY FREE tax preparation and tax filing for Service Members, dependents, and qualified retirees. 1. (IF NOT, WE CANNOT PREPARE YOUR TAXES)

2. Y/N

7.

Are you or your spouse an Active Duty or Retired Service member or dependent of an active or retired Service member? What year(s) do you need to file? (*We are only doing 2018 returns and will not be able to file 2017/2016 returns until March.) __________

3. Are you married? Y/N Number of dependents? ______ (ensure client has all SSC)

4. Did you itemize or use the standa

rd deduction last year?

5. Do you plan to itemize your deductions this year? (if yes, place with more experienced TP, if available)

6. Do you own a home? Y/N Did you sell a home in 2018? Do you own a rental home? How many? (NO MORE THAN 3 ALLOWED) Please ensure you bring the depreciation amount for the home or we will not be able to prepare your return.

8. Do you have any stocks or investments? If yes, did you make more than 10 transactions (buying or selling) last year? (NO MORE THAN 10 TRANSACTIONS ALLOWED)

9. Do you or your spouse own a business or are you or your spouse self-employed? (IF YES, WE CANNOT PREPARE RETURN-EXCEPT FAMILY CHILDCARE PROVIDERS)

10. Do you have any student loan interest? (Please ensure you bring your documents stating how much interest you paid (Form 1998-E or 1998-T)

11. Which State(s) do you intend to file?

12. Did you receive a Form 1099-C Cancellation of Debt (IF YES, let client know that it is likely they are going to owe taxes this year because cancelled debt is considered income. Ensure they are willing to and able to pay that debt when they file.) Please bring any and all documentation related to your taxes including W2s, 1099s, your previous year’s tax returns if available, Social Security cards for yourself, your spouse, and all dependents you tend to claim on the return, and Military IDs. Also, if your spouse is deployed or unable to be present to sign taxes, please bring in a copy of your notarized power of attorney. Please show up 10 minutes early. If you are 15 minutes or more late, you are a no-show. Fort Bliss Tax Center is permanently closed

Address

2910 Cassidy Road
El Paso, TX
79906

Telephone

(915) 568-1040

Website

Products

What You Need to Bring:
• Copies of your last federal tax return, go to irs.gov to request a copy
• Military ID Card
• Your Social Security Card and the Social Security Card of your spouse and dependents
• All W-2 and 1099 forms received
• All other forms needed
• SSN and EIN for each child care provider
• Blank check with bank routing number for direct deposit of refund
• Information documenting payment of alimony (divorce decree or separation agreement)
• If married and filing jointly, both spouses must be present. Alternatively, just one spouse can be present if the other spouse has signed a notarized Special Power of Attorney for Taxes
Specific Military Issues:
• Disability pay: Disability pay is not considered as taxable income.
• TDY pay: TDY pay is a non-taxable benefit to the extent it does not exceed TDY expenses. Taxpayers are generally not required to report amounts received as reimbursement for TDY.
• Extension for filing: Service members serving in a currently recognized combat zone (to include Afghanistan, Iraq, and Kuwait) have up to 180 days following the date of their return to file taxes. Soldiers serving in a currently recognized combat zone during tax season will also be entitled to an additional extension time.

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