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Best Tax Prep Software for Veterans

Veterans Tax Software

Preparing your taxes can be a daunting task, but it doesn’t have to be! AARP is now offering the Tax-Aide program to assist military members and others in filing their state and federal tax returns.

This is a free program that is available by appointment to all military personnel, veterans, and their families. There is no age restriction or requirement to be an AARP member to use this program.

AARP Foundation Tax-Aide Program

The AARP Foundation Tax-Aide Program provides a range of tax preparation assistance models designed to help veterans and those in the military and others. Options include:

  • Safe, in-person services
  • Virtual assistance
  • Hybrid options with in-person and virtual services

While Tax-Aide is geared toward those who are 50 and older or those with low to moderate incomes, it is also open to anyone free of charge. An AARP membership is not required to utilize these services.

VA Payments and Federal Taxes

If you have received payment from the VA, it is important to keep in mind that the following are exempt from federal taxes:

  • VA disability payments and education benefit payments
  • VA life insurance policy interest
  • Money that was paid to a survivor of a member of the armed forces who passed away after September 10th, 2001
  • Benefits provided under a dependent-care assistance program
  • Bonus pay from a state, county, city, or town for service in a combat zone

Veteran State Tax Facts

When it comes to state taxes for veterans, keep the following in mind:

  • State tax benefits are typically only available to veterans who were honorably discharged or released under honorable circumstances from active duty.
  • Most states provide additional benefits to veterans who are disabled.
  • State benefit typically includes a form of exemption on property taxes based on value.
  • Oftentimes, benefits will be transferred to a spouse or surviving spouse of veterans who were honorably discharged.

You can visit Pennsylvania’s revenue website, which outlines the state benefits for veterans and how you can apply for them.

Learn More About How Veteran Place is Helping Veterans

For additional resources, such as building credit for veterans, read more on our blog. At Veterans Place of Washington Boulevard, we provide veterans with a variety of life-sustaining programs, including employment and education assistance, housing, food, clothing, and much more to help end veteran homelessness in the Pittsburgh region.

To donate, visit our Donate page, or to learn more about the services we provide, contact us today!

Rob Hamilton

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