I am trying to get tax information from Defense Department for my spouse who died.
Q) I am trying to get tax information for my spouse who died. I have tried filing with last years information but has been rejected. Can you help get the tax information from Defense Department for retirees?
A) I don’t have direct access to your tax or military records, but I can offer some guidance on how you may be able to obtain the tax information you need.
If your spouse was a retiree of the Defense Department, you may be able to obtain the tax information you need by contacting the Defense Finance and Accounting Service (DFAS). They can provide you with copies of your spouse’s W-2 forms or other tax documents that may be necessary to file your tax return.
To contact DFAS, you can visit their website at www.dfas.mil or call their customer service number at 1-888-332-7411. You will need to provide information about your spouse, including their Social Security number, date of birth, and date of death.
It’s also worth noting that if you are unable to obtain the necessary tax information in time to file your tax return, you may be able to file for an extension using IRS Form 4868. This will give you an additional six months to file your tax return and should prevent you from incurring any penalties for late filing.
I hope this information is helpful, and I wish you the best in obtaining the tax information you need.