|Story & photo by Rob Schuette, Public Affairs Staff
Income tax-return assistance for active-duty or retired military
personnel and their Family members is available for those in the Fort
Volunteer Income Tax Assistance (VITA) appointments for eligible
personnel will be accepted through April 14, said Rita Byers, Fort McCoy
VITA coordinator. The assistance covers most simple forms for
individuals filing federal and state income-tax returns. Byers said the
returns also will be e-filed to help military taxpayers get their
Master Sgt. Kenneth Macon
(right), of the Volunteer Income Tax Assistance program and staff
member of the Installation Legal Office, helps Spc. Joseph
Kleemeier complete his income- tax returns.
Military taxpayers who benefit from Schedule A deductions, such as
itemized deductions and sales-tax/income-tax deductions, must wait until
Feb. 14 to make appointments for filing assistance, Byers said.
“These revisions (for Schedule A taxpayers) were approved in December so
it took a little longer to prepare for it,” Byers said. “People need to
have receipts for the contributions or donations so we can enter them
onto the forms.”
Because of the delay for filers who use Schedule A, Byers said VITA
began by assisting the E-Z filers.
Another continuation that benefits many military filers is the extension
of the tax credit of $1,000 for each child younger than 17, rather than
a proposed reduction to $500.
This is the final year taxpayers can take advantage of the “Make Work
Pay” deduction. Byers said the two-year program expired so taxpayers
should take that into account for their 2011 income taxes, which they
just have begun paying.
Taxpayers with questions about the credit for first-time home buyers,
credits for energy-efficient projects, teacher credits, etc., can find
more information at the website
This year federal and state returns are being e-filed separately so that
if taxpayers have no federal tax liability, they can still e-file state
Byers said taxpayers who file their state income tax returns for the
states of Alabama, Indiana, Connecticut or Nebraska, must file their
federal tax returns at the same time they file their federal income-tax
“For the state of Wisconsin, this option will help those claiming the
Homestead Credit,” Byers said. “Wisconsin provides an adjustment for
Social Security and a subtraction for military pensions.”
Some tax filers also may be eligible for a credit for medical insurance
costs, Byers said. This includes those with both medical insurance
through an employer or who are self-employed and Medicare insurance
Parts B and D.
Each state has its own website for income tax information. For
Wisconsin, the sites are
http://www.revenue.wi.gov and for forms/instructions
Master Sgt. Kenneth Macon, a member of the Installation Legal Office
staff, is a VITA volunteer for this tax season. Macon has helped provide
VITA services for several years. He brings his experience as a Soldier
who has filed income-tax returns to help ensure military personnel get
all the deductions/credits they are entitled to.
Byers said the Legal Office supports Soldiers, which includes helping
them file their taxes. Other VITA volunteers for this tax season include
civilians and several Air Force personnel.
“I enjoy helping the military people complete and submit their forms to
get their returns,” Macon said. “This helps them get their financial
affairs in order and have one less thing to worry about so they can
concentrate on their jobs and their missions. We get many repeat
customers, such as the retirees, and get a lot of new customers as they
find out about our services.”
Military-eligible personnel wishing to make an appointment for Fort
McCoy VITA services can call 608-388-2165.
Customers are encouraged to fill out a tax information worksheet before
the appointment, Byers said. The worksheet is available on the Fort
McCoy Corporate Network, the Fort McCoy Extranet through the public
or by e-mail.
For more information about military income-tax returns in the Fort McCoy
community, call Byers at 608-388-4117.
Military personnel also can prepare their taxes through the Military
OneSource site from a link at the website
http://www.militaryonesource.com or at
For military with specific questions, tax consultants are available
daily from 7 a.m. - 11 p.m. Eastern time by calling the Military
OneSource Tax Hotline at 1-800-730-3802.