Residency issues and questions for AD Military related to taxes

Discussion in 'Off Topic' started by greeneagle5, Jan 24, 2015.

  1. greeneagle5

    greeneagle5 Member

    Joined:
    Dec 5, 2007
    Messages:
    301
    Likes Received:
    15
    Tax season is here once again....and residency questions have been raised by my NAVY son. Over the last 2.5 years my JO has lived and worked in FL, RI, and currently Norfolk, VA area with 1 recent overseas 8 month deployment slipped in for some excitement. His home of record is MO. Is there any on-base assistance offices he can visit to get questions answered such as when it comes to deciding where to call "home" for tax reasons ?o_O
    Thanks, G5
     
  2. kp2001

    kp2001 USMMA Alumnus

    Joined:
    Jun 9, 2006
    Messages:
    2,153
    Likes Received:
    113
    Unless he has done something to change it his home he should claim is the state he lived in upon entering the service. Many will change this to a state that doesn't have a state income tax when able.

    All bases have tax assistance centers available as needed, but if your son is a JO I would hope he'd be able to figure this out.
     
  3. USMCGrunt

    USMCGrunt Member

    Joined:
    Dec 13, 2010
    Messages:
    1,666
    Likes Received:
    811
  4. NavyHoops

    NavyHoops Moderator

    Joined:
    Jul 13, 2011
    Messages:
    3,083
    Likes Received:
    2,435
    Your son's LES will have what state his residency is listed. Unless he annotated something different, it will be his home of record. Regardless of where he has been for TAD or deployment this won't change anything, unless he went to a hostile or dangerous area that is tax free. Even then this basically makes his pay for that month tax free and doesn't really impact how he would do his taxes. He can change his state of residency in certain situations, which admin can help with. Most folks will change it to FL if they end up being stationed there. Unless he has something really out of the ordinary, he should be able to do his taxes with Turbo Tax or another tool without an issue. Bases do have a tax center and he can check there if he has any questions.
     
  5. kp2001

    kp2001 USMMA Alumnus

    Joined:
    Jun 9, 2006
    Messages:
    2,153
    Likes Received:
    113
    Turbotax (not to plug a commercial product, but whatever it's good) is seriously all almost any military member will ever need. My home for tax purposes is one state, I own a rental home in another state, I live in a 3rd state and within that state I have a domestic employee for which I pay payroll tax. I have investments ranging from Education plans to DRIP stocks to traditional and Roth IRA's (both Roth TSP and traditional Roth) and all I've ever needed to do is bump up which version of TurboTax I use.
     
  6. Capt MJ

    Capt MJ Member

    Joined:
    Sep 27, 2008
    Messages:
    2,339
    Likes Received:
    1,803
    The Home of Record is the state from which the service is entered. Declared state of residence for tax residency can be same or something different, as long as the military member has met the criteria for establishing residency in a new state. Changing the state of residency is done through military disbursing or personnel.

    Base legal office usually has some info, and more senior officers usually pass on how it all works.

    Tours of duty in other states than tax state are simply in transient non-resident military personnel mode, and do not make the military member a tax resident. The military member can get a driver's license and register cars in the duty state without becoming a tax resident.

    My HOR was GA and remained my state of tax residency until I had a tour in FL. I then registered to vote in FL, got a driver's license and when I bought a new car, got Florida plates. I changed my state of tax residence to FL. My HOR remained GA. I transferred to other states on PCS orders, always voting absentee in FL. My driver's license and auto registration eventually became other states over the years, which is fine. It's not unknown for active duty to have a current license from one state, car registration from another, while stationed in yet another state.

    My HOR remained GA throughout my career. Once I left active duty, I then became a resident for tax purposes where I actually lived, and registered to vote in my new home state.





    Sent using the Service Academy Forums® mobile app
     
  7. greeneagle5

    greeneagle5 Member

    Joined:
    Dec 5, 2007
    Messages:
    301
    Likes Received:
    15
    Appreciate the many good insights on where to find answers...will pass the info on to my JO....He did get a FL drivers license and voter registration while stationed for training there but no longer has a FL mailing address. I've been registering his vehicle in MO (this last time while he was deployed overseas).
     
  8. AF6872

    AF6872 Member

    Joined:
    Mar 4, 2007
    Messages:
    2,868
    Likes Received:
    237
    I know that Parris Island has/had a Tax Information and Help Center at the Law Center. They have volunteers trained by H & R Block to help JO and enlisted with any military tax questions. Check with his depot law center.
     

Share This Page