Skip to main content
New York Legal information and assistance website
About us Feedback New York Legal Alerts
Legal Term Glossaries Brochures & Handouts 
  
    
 
Veterans and Military > 
Tax Issues for Veterans and Servicemembers
FIND A LAWYER
KNOW YOUR RIGHTS
FINDING OTHER HELP
GOING TO COURT
  Fact sheets and booklets about your legal rights

Click on any of the titles below to learn more. Scroll to see all resources. If you need help finding something, click here to ask for Live Help.

Email or save this information for yourself or share it with others!

Bookmark and Share

 
There are 23 resources  
Tax Information Specifically for Veterans and Servicemembers - (8)
Tax Preparation Services - (5)
Your Rights When Dealing with the IRS - (2)
More Tax Information - (3)
General Benefit Information - (5)
  Tax Information Specifically for Veterans and Servicemembers
 
   Armed Forces' Tax Guide This link opens a PDF file in a new window.  If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page. (Separate Website)
U.S. Internal Revenue Service's Armed Forces Tax Guide for preparing tax returns for 2010
By: Internal Revenue Service
  
   
   Military Spouses Residency Relief Act This link opens a PDF file in a new window.  If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page. (Separate Website)
The Act provides certain tax relief for spouses of servicemembers (military spouses) who are present in a state solely to be with the servicemember when the servicemember is in that state in compliance with his or her military orders
By: NYS Department of Taxation and Finance
  
   
   Military Spouses Residency Relief Act (MSRRA) (Public Law 111‐97) (Separate Website)
The MSRRA changes the basic rules of taxation with respect to military spouses who earn income from services performed in a State in which the spouse is present with the Service member (SM) in compliance with military orders when that State is not the spouse's domicile (legal residence)
By: Delaware County Assigned Counsel Plan
  
   
   Federal Taxes on Veterans' Disability or Military Retirement Pensions (Separate Website)
Information regarding Veterans Benefits. Taxable as income or not?
By: Internal Revenue Service
  
   
   Important Information for Veterans Receiving Payments Under the Compensated Work Therapy Program This link opens a PDF file in a new window.  If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page. (Separate Website)
The Internal Revenue Service and New York State have determined that payments made under the Department of Veterans Affairs Compensated Work Therapy (CWT) program are no longer taxable by the federal government or New York State. Veterans who paid income taxes on these benefits may still claim a refund for tax year 2006.
By: NYS Department of Taxation and Finance
  
   
   New York State Income Tax Information for Military Personnel and Veterans This link opens a PDF file in a new window.  If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page. (Separate Website)
New York State income tax information for military personnel and veterans
By: New York State Department of Taxation and Finance
  
   
   Tax Information for Members of the U.S. Armed Forces (Separate Website)
Tax laws provide some special benefits for active members of the U.S. Armed Forces, including those serving in combat zones.
By: Internal Revenue Service
  
   
   Veterans' Exemption Questions & Answers This link opens a PDF file in a new window.  If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page. (Separate Website)
What are the tax exemptions on real property owned by veterans?
By: New York State Office of Real Property Services
  
   
back to top      
 
  Tax Preparation Services
 
   Tax Preparation Services: a Consumer Guide This link opens a PDF file in a new window.  If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page. (Separate Website)
Helpful information on choosing and working with tax preparers
By: New York City Department of Consumer Affairs
  
   
   Free Tax Return Preparation for You by Volunteers (Separate Website)
This page from the IRS web site can help you find free help in preparing your tax returns.
By: Internal Revenue Service
  
   
   Low Income Taxpayer Clinics This link opens a PDF file in a new window.  If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page. (Separate Website)
If you are a low-income taxpayer and you have a problem with the IRS or need help understanding your tax rights and responsibilities, you may be eligible for free help from a low income taxpayer clinic. Here is a list of LITCs in each state.
By: Internal Revenue Service
  
   
   Military OneSource Tax Preparation (Separate Website)
Military OneSource offers free tax consultations and free e-filing for active duty servicemembers and their family members
By: U.S. Department of Defense

    Read this in: Spanish / Español
  
   
   Contact a Low-Income Taxpayer Clinic (LITC) in New York (Separate Website)
If you are a low-income taxpayer and you have a problem with the IRS or need help understanding your tax rights and responsibilities, you may be eligible for free help from a low income taxpayer clinic.
By: Internal Revenue Service
  
   
back to top      
 
  Your Rights When Dealing with the IRS
 
   Your Rights as a Taxpayer This link opens a PDF file in a new window.  If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page. (Separate Website)
A summary of your general legal rights as a taxpayer in your dealings with the Internal Revenue Service.
By: Internal Revenue Service
  
   
   Your Appeal Rights and How to Prepare a Protest If You Don't Agree This link opens a PDF file in a new window.  If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page. (Separate Website)
Information from the IRS on what steps to take if you don't agree with a decision or action that the IRS has taken on your taxes.
By: Internal Revenue Service
  
   
back to top      
 
  More Tax Information
 
   List of Potential Tax Credits Available for Residents of New York State (Separate Website)
You may qualify to claim certain tax credits and reduce your New York State income tax liability. You may also qualify to claim refundable credits even if you do not owe any income tax.
By: New York State Department of Taxation and Finance

    Read this in: Spanish / Español
  
   
   New York State Tax Information for Individuals (Separate Website)
Tax information for individuals, including frequently asked questions, New York State tax forms, refund status, and tax preparation information.
By: New York State Department of Taxation and Finance

    Read this in: Spanish / Español
  
   
   IRS Forms and Publications (Separate Website)
This page on the IRS web site can help you find tax forms, instructions for using these forms, and other publications. The list is organized alphabetically by topic.
By: Internal Revenue Service
  
   
back to top      
 
  General Benefit Information
 
   Service Members & Veterans Resource Guide (Separate Website)
Service Members & Veterans Resource Guide - distributed by the New York State Attorney General's office.
By: New York State Attorney General's Office
  
   
   Personal Exemptions and Dependents For Filing Your 2011 Tax Return This link opens a PDF file in a new window.  If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page.
Tax rules about dependents, such as children, and who may claim them.
By: South Brooklyn Legal Services (A Program of Legal Services NYC)
 
    Read this in: Spanish / Español
  
   
   The New York City Veteran's Legal Resource Guide This link opens a PDF file in a new window.  If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page. (Separate Website)
This guide provides eligible low income veterans with a list of resources throughout New York City ranging from legal service providers to social service organizations.
By: City Bar Justice Center - Veterans' Assistance Project
  
   
   Why Pay When You Can Get Your Taxes Done for Free? This link opens a PDF file in a new window.  If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page. (Separate Website)
If you earn under about $49,000, you can get free tax filing help through the IRS-sponsored VITA or Tax Counseling for the Elderly (TCE) programs. Both programs can provide fast electronic tax filing. Community volunteers receive IRS-approved training to assist individuals with tax returns. Some VITA sites can help you open a bank account if you don?t have one. Call 1-800-906-9887 to find the nearest VITA location and its days and hours of operation.
By: Center on Budget and Policy Priorities

    Read this in: Spanish / Español
  
   
   Your Filing Status for Filing Your 2011 Tax Return This link opens a PDF file in a new window.  If you do not have an accessible Acrobat Reader, a link is provided at the bottom of this page.
When you file your federal and New York State income tax returns, you will need to determine your Filing Status for the tax year. Your filing status will determine your tax rate, standard deduction amount, and eligibility for certain tax credits, such as the Earned Income Credit.
By: South Brooklyn Legal Services - Brooklyn Low-Income Taxpayer Clinic
 
    Read this in: Spanish / Español
  
   
back to top      
 
 
Adobe Acrobat Reader required. (If you are using a screen reader that does not support PDF format, copy the PDF link, and use the Access Adobe online form to convert this file to HMTL text.)
Get Acrobat Reader  
 
 
Disclaimer  
Powered by ProBono.Net

LawHelp.org/NY is provided as a public service by the New York LawHelp Consortium.

 

 

Icons of LawHelp/NY funder organizations

 
 
Find us on:
      
 
 
 
 
 

LiveHelp is here! Click here to learn more
 
   Need Help with Your Search?
 
 
You Are Here
NY / New York (Manhattan) / New York

Choose Another City, County or Zip Code
 
 
 
 
Choose Another Subtopic
Appeals
Citizenship through Military Service
Disabled Veterans
Insurance for Veterans and Family Members
Interactive Forms for Veterans and Servicemembers
Military Service Records, Discharge Issues, Forms and Applications
Reservists and National Guard
Senior Veterans
Veteran and Military Families
Veteran and Servicemember Rights in Housing and Home Loans
Veterans' Benefits
Veterans' Education and Tuition Benefits
Veterans' Employment and Financial Rights
Veterans' Health
Women Veterans
 
 
 
View Results for all subtopics
 
 
 
 
Legal Aid Resources in Other Languages
Albanian / shqip
Amharic / Amharic
Arabic / العربية
Armenian / Հայերէն
Bengali / বাংলা
Bosnian / Bosanski
Bulgarian / Български
Cambodian / Khmer
Chinese / 中文
Farsi / فارسی
French / Français
German / Deutsch
Greek / Ελληνικά
Haitian Creole / Kreyòl ayisyen
Hebrew / עברית
Hindi / हिन्दी
Hmong / Hmoob
Italian / italiano
Japanese / 日本語
Korean / 한국어
Laotian / ພາສາລາວ
Mandarin Chinese / 官話
Oromo / Afaan Oromo
Polish / polski
Portuguese / português
Punjabi / ਪੰਜਾਬੀ
Russian / Pусский
Serbo-Croatian / Srpskohrvatski Jezik
Somali / Soomaali
Spanish / Español
Swahili / Kiswahili
Tagalog / Tagalog
Tigrina / Ge?ez
Turkish / Türkçe
Ukrainian / Українська
Urdu / اردو
Vietnamese / Tiếng Việt
Yiddish
 
 
 
 
  © 2001 - 2011, Pro Bono Net, All Rights Reserved. Legal Help in Other States

Bobby WorldWide Approved 508 Level A conformance icon, W3C-WAI Web Content Accessibility Guidelines 1.0