MilTax Free Online Tax Preparation and Filing FAQs

Reviewed Feb 12, 2020

What can I do with the MilTax software?

Using a simple Q & A interview to walk quickly through the tax preparation process, you can:

  • Prepare and electronically file your federal return and up to three state tax returns.
  • Check your e-file status after you submit your return.

How can I gain access to the MilTax software to complete my tax return?

If you are an eligible participant and have a current user ID and password, you can access MilTax on the Military OneSource website. Be sure to update your password when prompted every 60 days.

If you are an eligible participant and do not have a current user ID and password, please visit the Military OneSource website and register for a login profile. 

How long will I have access to the MilTax software?

The link to the software is available through the Military OneSource program from mid-January through mid-October.

How do I find my military W-2?

Please visit https://mypay.dfas.mil/mypay.aspx.
 
Can I complete my state income tax online for free using the Military OneSource service?

Yes. You can file up to three state returns for each federal return.

Can someone at Military OneSource or H&R Block complete my taxes for me for free?

No, you must complete your return yourself online. H&R Block tax preparation and filing software online is easy to use, and technical assistance is available if you need it. For technical assistance (H&R Block login issues, using the software, printing returns, etc.), please call 800-472-5625 and follow the prompts. In addition, Military OneSource provides free tax counseling should you have any personal tax-related questions.

If you have questions about preparing your own tax returns, please call 800-342-9647 and ask to speak with a Military OneSource tax counselor. During tax season (January through April), trained tax counselors are available seven days a week from 7 a.m. to 11 p.m., EST/EDT. After April 15, tax counselors are available Monday through Friday, 8 a.m. to 10 p.m. EDT.

How long will it take me to complete the forms?

Completion time will vary from person to person, with an average of 45 minutes to an hour for a basic return . It is helpful if you gather all necessary tax documents and additional information before you start, such as:

  • Social Security numbers and date of birth for you, your spouse, and dependents
  • W-2 forms for all employers for you and your spouse
  • Investment income forms
  • Miscellaneous income
  • Form 1098 for home mortgage interest
  • Real estate taxes
  • Alimony information
  • Social Security benefits
  • Charitable donations
  • Medical and dental expenses
  • Form 1098-E for student loan interest
  • Child care, education and adoption costs
  • Rental property expense documentation

Do I have to complete my entire return at once or can I save it and return later to finish it?

You do not have to complete your return at one time. You will create your own secure H&R Block user ID and password which will enable you to save, close, and come back later as needed. It is important to remember your username and password so you can login to your account at a later time. If you forget your H&R Block username and password, you may request either one by clicking the “forgot my sign in information” link that is available on the product login screen.
 
When does the IRS accept tax returns online?

The IRS usually begins accepting e-file returns in late January. If you prepare and complete your returns with the MilTax software prior to the IRS opening date, your return is held on secure servers until the IRS begins processing. Once the IRS e-file opens, the system automatically submits the return to the IRS.

Are Military OneSource tax consultants really qualified to help with my return?

Military OneSource tax counselors are qualified to provide tax education, resources, and guidance. If you require additional assistance or face-to-face preparation services, Military OneSource can refer you to the appropriate resources including your nearest installation tax or legal office.
 
Is the MilTax software secure?

H&R Block online protects the security and confidentiality of your personal information by using industry-recognized security safeguards. These safeguards include firewalls coupled with carefully developed security procedures to protect your information from loss, misuse, or unauthorized alteration. Whenever sensitive information is asked for, it is encrypted. Further, tax return information is not made available to anyone for any marketing purpose and personal information is not sold or rented.
 
My spouse started to work on our return and asked me to follow up on it. How do I do that?

You must use the user ID and password that your spouse created.
 
Can I make changes to my return if I have already e-filed it?

If you have e-filed your return and you’re waiting for the IRS to accept it, you cannot make any changes to your return.

If you have e-filed your return and the IRS has accepted it, you need to file a Form 1040X (Amended Return) to make any changes to your return. Note that amended returns cannot be e-filed due to IRS restrictions. You must send a hard copy through the mail.

Should you need to amend your return, you can do so using the H&R Block tool available through Military OneSource. In order to prepare an amendment, your original e-filed return must be accepted by the IRS. To prepare an amended return, click “file an amended return” under Tax Filing Resources on the Overview screen.

If you have e-filed your return and the IRS has rejected it, your rejection notice will include instructions on how to correct and refile your return electronically. Make any necessary changes to your return and follow the instructions to file the return again.

What if I need to prepare my taxes from an earlier year?

Military OneSource only offers filing in their online program for the current tax year. Please contact a Military OneSource consultant or tax counselor at 800-342-9647 immediately for assistance with returns from a previous year. 

Why should I use MilTax instead of IRS Free File Alliance (FFA)?

H&R Block online offers additional services and Military OneSource can provide additional personal and financial support via consultation with a Military OneSource tax counselor. You must meet certain qualifications when you use the FFA site (varies by provider).

I used an H&R Block office to help me prepare my taxes last year. Can I access that information?

If you used an H&R Block office, H&R Block online, or H&R Block tax software to prepare your taxes for the previous tax year, you can transfer your tax information to H&R Block online for the current tax year. If you purchased TurboTax software and downloaded it to your computer, you can also transfer previous tax year information into H&R Block online for the current  tax year at no cost.

Do I need to print a copy of my return?

After you’ve completed your return you should print a copy for your records. Copies of your return are required in many situations, such as student loan and mortgage applications. You will be prompted to print copies of your return when you complete the return and are ready to file.

How can I pay any taxes owed?

Taxes can be paid to the IRS by personal check, credit card, or electronic funds withdrawal. Just follow the instructions in the program.

What is the timeframe to receive a refund?

Your refund may arrive in as few as 21 days or as many as eight weeks, depending on how the refund is delivered. Please visit the IRS website and see Where's My Refund? for more information.

Do I have to file my federal and state tax returns at the same time?

Some states may require residents to e-file their federal and state returns at the same time, while all other states allow you to e-file them together or separately. Although H&R Block online allows you to e-file your state and federal returns separately, we recommend that you e-file them at the same time. If you choose to file them separately, you will have to wait two to three days for an IRS acknowledgement of your federal return before you can e-file your state return.
 
How long will it take before I know the status of my return?

With IRS e-file improvements, you can know the status of your return within a couple of hours. However, it can take up to 72 hours for H&R Block to receive the status of an e-filed return from the IRS. It can then take up to an additional 48 hours before the status is updated in the program. H&R Block will email you when your return status has changed. Once your return has been e-filed, you can check the status of your return by logging into your H&R Block online account. Your e-file status will be available on the initial screen when logging in.

Make sure to add online-taxes@hrblock.com as an accepted email address to your safe sender list in order to receive your e-file status in your email.

How do I determine state residency? Is my military pay taxable?

Each state has different rules relating to residency. As a rule, if you are assigned to another state, you will still legally be a “domiciliary” of your home state. Please note that different rules may apply to a spouse. 

If your home state taxes military pay, you will have to pay those taxes. If you get assigned to another state, you will still legally be a "domiciliary" of your home state. The state to which the military assigns you cannot tax your military pay. If you moonlight, they can tax that pay—only your military pay is exempt. Please contact a Military OneSource tax counselor or your nearest installation tax, legal, or VITA office for more clarification.

I received a tax refund from my state or city last year. Do I have to report this? What is a 1099-G?

If you or your spouse received a state or local income tax refund last year, you will be asked to report this income on your federal return this year. Most issuers will report this income to you on a Form 1099-G. Each state and locality has its own version of the 1099-G. As a result, your 1099-G might not exactly match the information the online program requires, but it should have the information you need to enter. If you did not receive a 1099-G, use other records you have such as your bank deposit records or statements sent with the funds.

How do I sign my return electronically so I can e-file?

If you prepared your taxes using H&R Block online last year and you’re using the same account this year to prepare your taxes, your  AGI will be pre-populated for you and you won’t have to enter anything.

If this is the first year you’re using H&R Block or you created a new account, you will be directed to request a new e-filing PIN from the IRS. Just follow the directions in the program to sign and e-file your return.

Or, you can mail your return. If you choose this option, mailing instructions will be available on your printed return.

When you choose direct deposit, if you e-file your return, you will receive your refund from the IRS within 21 days. If you mail your return instead, you will receive your refund in five to eight weeks.*

*After e-file acceptance. IRS does not guarantee a specific date that refunds will be received.

Do the military service branches offer any other programs that provide free tax return filing services for eligible participants?

Yes. Many installations and some larger commands offer the VITA program, and there are also VITA locations at community and neighborhood centers, libraries, schools, and shopping malls. To find a VITA site near you, please visit http://irs.treasury.gov/freetaxprep or call 800-906-9887.