Fort Belvoir Tax Center to open this month

The Fort Belvoir Tax Center opens in mid-January in Building 257 near the intersection of Belvoir Road and 23rd Street.
The center’s IRS-trained civilian and military personnel will be available to help residents and workers on post prepare and electronically file individual federal tax returns and individual state returns for Virginia and Maryland. The center may also be able to file a limited number of other state returns.
Because our resources are limited, we are not able to prepare returns that involve business interests, or complicated income and or deduction issues.
We cannot prepare returns which include income and expenses from self-employment, futures, options, puts and calls trading, partnerships, trusts and estates reported on K-1, capital gains from sales of rental or investment real estate or rental from multiple houses.
For more information, visit the Fort Belvoir Legal
Assistance Web site at belvoir.army.mil/sja/lad.asp.
What you need to get help
In addition to a copy of your year-end pay statement and your previous year’s return, bring:
• Military ID
• Social Security cards or other proof of social security number for yourself, spouse and all dependents
• Voided check for direct deposit information
• Record of Stimulus Rebate that you received in 2008
• W-2s from each employer
• 1099-INT, 1099-DIV,1099-B from banks, credit unions, stocks, bonds mutual funds
• 1099-MISC for Rental income
• 1099-G for State tax refund and unemployment income
• 1099-R for pensions,
retirement, annuity, IRA distributions
• SSA-1099 for Social Security
• 1098-T from colleges and university for tuition paid and a record of actual expenses paid and scholarships and other financial aid received
• Records for IRA contributions
• 1098-E for student loan interest paid
• 1098 for mortgage interest and private mortgage insurance
• Records for real estate, personal property, and new car sales taxes paid
• Records and receipts for charitable contributions
• Records for moving expenses, including the date of move and mileage from the old home to the new
workplace
• Any other 1099 or 1098 forms you received
• For teachers: records for classroom supplies purchased up to $250
• Receipts for dependent care expenses showing the name, address and tax ID number for the child care provider.
• Records for all other income you have received
All receipts must be organized and totaled
For more information, visit the Fort Belvoir Legal Assistance Web site at belvoir.army.mil/sja/lad.asp.