Hello, so my partner is currently deployed and we usually file our taxes as joint. Now, I heard something about tax filing extensions for deployed military members. Can anyone explain how this works? Do we qualify if we're filing jointly? Is there a specific protocol or paperwork that needs to be done? TIA!
Hello there! You're correct that there are provisions for tax extensions for deployed service members. The IRS provides an automatic extension for those who are serving in a combat zone, or those providing qualifying support outside of a combat zone. The extension is for 180 days after their last day in the combat zone or the last day of any continuous qualified hospitalization for injury from service in the combat zone. In addition, the length of any periods of continuous hospitalization resulting from the injury or the remainder of their deployment, whichever ends first, will also be counted.
This extension applies to both the filing and payment of taxes. Even if your partner is serving in a combat zone, the extension also applies to you when filing jointly. No specific paperwork is needed to claim this extension since it's applied automatically. However, your partner's name and deployment location should be written at the top of your tax return.
However, please note that it's always a good idea to consult with a tax professional or your local legal assistance office to ensure you're applying the extension correctly. Military legal assistance offices can be very helpful and can guide you through any unique circumstances. If your spouse has already been deployed and you are unable to consult with them, you may need to make sure that you have the appropriate power of attorney to handle tax matters on their behalf.
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