Tax Center shares info for appointments Published Jan. 12, 2011 By 55th Wing Legal Office OFFUTT AIR FORCE BASE, Neb. -- For members of the Armed Forces serving in a combat zone or qualified hazardous duty area, the deadline for filing tax returns, paying taxes, filing claims for refunds, and taking other actions with the IRS is automatically extended. The deadline for taking action with the IRS is extended 180 days after the later of: · The last day in a combat zone or qualified hazardous duty area · The last day of any continuous hospitalization for injury from service in a combat zone or qualified hazardous duty area. In addition to the 180-day extension, the deadline is also extended by the number of days that were left to take the action with the IRS when the taxpayer entered a combat zone or began performing qualifying service outside the combat zone. If a taxpayer entered the combat zone or qualified hazardous duty area before the period of time to take action began, the deadline is extended by the entire period of the time to take action. Example: Capt. John Doe entered a combat zone on Dec. 1, 2010. He remained there through June 30, 2011, when he departed for the U.S. He was not injured and did not return to the combat zone. His deadline for filing his 2010 return is: · 2010 tax return deadline is Apr. 9, 2012. This deadline is extended by 285 days (180 plus 105) after the captain's last day in the combat zone. The 105 additional days are the number of days in the three-month filing period that were left when he entered the combat zone (Jan. 1 - Apr. 15, 2011). BRING WITH YOU FOR YOUR TAX APPOINTMENT! · Military identification cards · Birthdates for all people who appear on the return · If filing joint, both members must be here or one can return later to sign (Will not e-file until both sign) · If one spouse is deployed, need IRS form 2848 or power of attorney · If divorced or separated and claiming a dependent that does not live with you bring divorcee decree (2008 or before), 2009 and after form 8332 · W2s, W2-G, 1099R, etc. · All social security cards, including children (original, a photo copy or last year's return with SSN, ITIN, or ATIN) · Copy of last year's tax return · Bank information with routing & account number (voided check preferred, no deposit slips) · Charitable contributions, personal property tax on vehicles · Child care expenses (Must include name, address & tax ID of provider) · 1099 INT, 1099 DIV (If you had interest, dividends or capital gains) · Educator Expense (K-12) · If sold stock or mutual funds, need cost basis for shares sold · 1098T (If you had education expenses) · If had student loan, need document showing interest paid · Sales tax amounts for large ticket items purchased i.e.: car, boat, RV, major home improvements · Energy Efficient Home Improvements (Receipt showing energy star certified) · Local Sales tax and excise tax on NEW vehicles purchased after Feb 16, 2009 and not paid until 2010. · If you own your home: the mortgage interest, real estate taxes paid and other pertinent documents. If you purchased your home in 2010 bring your HUD-1 statement · December LES · If you took the first-time homebuyer credit, (interest free loan) in 2008 for $7,500, you will begin paying it back on your 2010 tax return. Please bring your 2080 return with you. · If you took the first-time homebuyer credit of $8,000 in 2009 and PCSed in 2010 you will need to bring a copy of your orders to attach to the return so you do not have to pay the $8,000 back. · If you paid alimony: you need to have the SSN of who received it and how much you paid. · If you received alimony you need to know the amount you received. · If you contributed to an IRA (Traditional or Roth): you need to know which kind and how much you contributed for 2010. · Home business - income, expenses can be no more than $10,000 · Self employed - 1099 Misc and all expenses, but not more than $10,000 · Rental income/expenses · Any other documentation for income or deductions not mentioned above. To find the intake/interview and quality review sheet for your appointment, click here.