Abstract
This publication discusses general information about income tax terminology, general information about income tax rules, rates, and refunds, military-specific income tax challenges, military-specific income tax regulations, five income tax planning tips for military families, and income tax resources. Written by Barbara O’Neill, Martie Gillen, and Kristen Jowers, and published by the UF/IFAS Department of Family, Youth and Community Sciences, January 2024.
References
College for Financial Planning. (2023). 2023 Annual Limits Relating to Financial Planning. https://static.twentyoverten.com/5d252702a03bfb38f263a72e/pTFWSI9m-g/2023-Annual-Limits.pdf
Internal Revenue Service. (2023a). Armed Forces’ Tax Guide. https://www.irs.gov/pub/irs-pdf/p3.pdf
Internal Revenue Service. (2023b). Military Family Tax Benefits. https://www.irs.gov/newsroom/military-family-tax-benefits
Internal Revenue Service. (2023c). Tax Withholding Estimator. https://www.irs.gov/individuals/tax-withholding-estimator
Intuit Turbotax. (2023). States That Don’t Tax Military Retirement. https://turbotax.intuit.com/tax-tips/military/states-that-dont-tax-military-retirement/L6oKaePdA
Military OneSource. (n.d.). MilTax: Free Software and Support. https://www.militaryonesource.mil/financial-legal/taxes/miltax-military-tax-services/
Rutgers Cooperative Extension. (2023). Tax Information. https://njaes.rutgers.edu/money/tax-info/
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