How to Request a Military Deferment From the IRS

Members of the armed services also qualify for filing extensions.

The IRS is infamous for its astronomical late penalties and interest. If you are a military service member, however, you can delay paying your taxes without incurring any penalties. This includes any taxes due during or before your deployment on active service. Once the IRS approves your request for a military deferment, your taxes become due 180 days following your discharge date. If you fail to pay your taxes in full within that time period, you may then become liable for penalties and interest.

Things You'll Need

• IRS notice
• Written request

Instructions

1. Wait for the IRS to send you a notice requesting payment of your taxes, unless you already have an approved installment agreement. If you have an agreement, you may request a deferment at any time.

2. Write a statement requesting a deferment on your owed taxes. Include your military rank, the date on which you become eligible for discharge and the date on which you joined the military. Include your full name, Social Security number and your income information. This includes your current monthly income, your monthly income prior to your military service and your job prior to joining the military. Provide a copy of your military orders along with the statement.

3. Mail your written request for deferment to the address of the IRS office on your payment request notice. If you have an installment agreement, mail it to the address listed on the agreement. The IRS will mail you a notice when it either approves or disallows your deferment request.

Tips & Warnings

• Call the IRS to check the status of your deferment request at 1-800-829-1040.

• If you are a member of the National Guard, request a deferment if you are deployed on active service for more than 30 consecutive days.

References

• IRS.gov: Publication 3 - Main Content

Resources

• IRS.gov: Tax Information for Members of the U.S. Armed Forces