{"id":337,"date":"2025-02-07T16:45:23","date_gmt":"2025-02-07T16:45:23","guid":{"rendered":"https:\/\/www.andrewsamaniego.com\/blog\/?p=337"},"modified":"2025-02-07T16:45:23","modified_gmt":"2025-02-07T16:45:23","slug":"why-your-military-tax-return-deserves-better-than-turbotax","status":"publish","type":"post","link":"https:\/\/www.andrewsamaniego.com\/blog\/why-your-military-tax-return-deserves-better-than-turbotax\/","title":{"rendered":"Why Your Military Tax Return Deserves Better Than\u00a0TurboTax"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"1024\" src=\"https:\/\/www.andrewsamaniego.com\/blog\/wp-content\/uploads\/2025\/02\/IMG_6375-768x1024.jpg\" alt=\"\" class=\"wp-image-338\" srcset=\"https:\/\/www.andrewsamaniego.com\/blog\/wp-content\/uploads\/2025\/02\/IMG_6375-768x1024.jpg 768w, https:\/\/www.andrewsamaniego.com\/blog\/wp-content\/uploads\/2025\/02\/IMG_6375-225x300.jpg 225w, https:\/\/www.andrewsamaniego.com\/blog\/wp-content\/uploads\/2025\/02\/IMG_6375-1152x1536.jpg 1152w, https:\/\/www.andrewsamaniego.com\/blog\/wp-content\/uploads\/2025\/02\/IMG_6375-1536x2048.jpg 1536w, https:\/\/www.andrewsamaniego.com\/blog\/wp-content\/uploads\/2025\/02\/IMG_6375-scaled.jpg 1920w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><\/figure>\n\n\n\n<p>A call yesterday reminded me why I\u2019m passionate about my career as an Enrolled Agent.&nbsp;<\/p>\n\n\n\n<p>A Navy service member reached out (fellow USNA Grad), overwhelmed with his new rental property and his wife\u2019s 1099 income.&nbsp;<\/p>\n\n\n\n<p>Like many, he started with TurboTax, but quickly realized he was in over his head.<\/p>\n\n\n\n<p>Here\u2019s what most tax software companies don\u2019t advertise: they\u2019re not built for military returns. Think about it\u200a\u2014\u200awhen was the last time TurboTax asked about:<br>&nbsp;\u2022 BAH implications<br>&nbsp;\u2022 PCS move deductions<br>&nbsp;\u2022 Multiple state residency rules<br>&nbsp;\u2022 Combat zone exclusions<br>&nbsp;\u2022 Special rental property considerations for deployed service members<\/p>\n\n\n\n<p><strong>The Calculator vs. The Professional<\/strong><\/p>\n\n\n\n<p>Using tax software is like having a calculator for your math test. Sure, it can crunch numbers, but:<br>&nbsp;\u2022 It won\u2019t tell you which numbers to input<br>&nbsp;\u2022 It can\u2019t spot missed deductions<br>&nbsp;\u2022 It doesn\u2019t understand military-specific rules<br>&nbsp;\u2022 It won\u2019t defend you during an audit<\/p>\n\n\n\n<p>Think of it this way: The IRS is the teacher grading your homework. When they find mistakes, they\u2019re coming after you, not the calculator you used.<\/p>\n\n\n\n<p><strong>Real Money Left on the Table<\/strong><\/p>\n\n\n\n<p>During my call yesterday, I pointed out several deductions this Navy member was missing:<br>&nbsp;\u2022 Home Office Deduction<br>&nbsp;\u2022 Home of Residence rules for military(recently updated for the better)<br>&nbsp;\u2022 Certain Utilities and Phone Bills<\/p>\n\n\n\n<p>His response? <strong>\u201cHow do I sign up?\u201d<\/strong><\/p>\n\n\n\n<p>Who Needs Professional Tax Preparation?<\/p>\n\n\n\n<p>You might need a pro if you:<br>&nbsp;\u2713 Are active duty or retired military<br>&nbsp;\u2713 Own rental property<br>&nbsp;\u2713 Have 1099 income<br>&nbsp;\u2713 Run a small business<br>&nbsp;\u2713 Want peace of mind<\/p>\n\n\n\n<p>The Real Cost of DIY<\/p>\n\n\n\n<p>The money you \u201csave\u201d using tax software often costs you more in:<br>&nbsp;\u2022 Missed deductions<br>&nbsp;\u2022 Incorrect calculations<br>&nbsp;\u2022 Audit exposure<br>&nbsp;\u2022 Time and stress<\/p>\n\n\n\n<p>Ready for Professional Tax Preparation?<\/p>\n\n\n\n<p><strong>Two easy ways to get started:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Visit <\/strong><a href=\"https:\/\/militarytaxpro.com\/tax-prep-2025\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>https:\/\/militarytaxpro.com\/tax-prep-2025\/<\/strong><\/a><strong> to sign up directly<\/strong><\/li>\n\n\n\n<li><strong>Schedule a consultation: <\/strong><a href=\"https:\/\/calendly.com\/andrew_samaniego_tax_planning\/new-client-tax-preparation\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Here<\/strong><\/a><\/li>\n<\/ol>\n\n\n\n<p>What to Expect:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Simple Onboarding<br>\u00a0\u2022 Upload documents securely<br>\u00a0\u2022 Complete brief questionnaire<br>\u00a0\u2022 Schedule initial consultation(if wanted)<\/li>\n\n\n\n<li>Expert Preparation<br>\u00a0\u2022 Review all possible deductions<br>\u00a0\u2022 Apply military-specific rules<br>\u00a0\u2022 Maximize your refund<br>\u00a0\u2022 Ensure compliance<\/li>\n\n\n\n<li>Year-Round Support<br>\u00a0\u2022 Access to tax planning<br>\u00a0\u2022 Audit protection<br>\u00a0\u2022 Question answering (I told my client, \u201ccall\/text anytime- I\u2019ll answer\u201d)<br>\u00a0\u2022 Future tax strategy<\/li>\n<\/ol>\n\n\n\n<p>Don\u2019t let another year of deductions slip away. Whether you\u2019re stationed in San Diego or deployed overseas, we\u2019ve got your six when it comes to taxes.<\/p>\n\n\n\n<p>Remember: Tax season is stressful enough. Add military service, rental properties, or small business income, and it becomes even more complex. Let a professional handle it while you focus on what matters\u200a\u2014\u200aserving our country and taking care of your family.<\/p>\n\n\n\n<p>Until Next Time,<\/p>\n\n\n\n<p><strong>Andrew \u201cUSNA Grad \u201819\u201d Samaniego, EA<\/strong><\/p>\n\n\n\n<p><strong>Andrew Samaniego Tax Planning &amp; Resolution<\/strong><\/p>\n\n\n\n<p>(619) 268\u20131084 | <a href=\"http:\/\/andrewsamaniego.com\/\" rel=\"noreferrer noopener\" target=\"_blank\">AndrewSamaniego.com<\/a><\/p>\n\n\n\n<p>P.S.\u200a\u2014\u200aMilitary members receive special consideration and pricing. Thank you for your service.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A call yesterday reminded me why I\u2019m passionate about my career as an Enrolled Agent.&nbsp; A Navy service member reached out (fellow USNA Grad), overwhelmed with his new rental property and his wife\u2019s 1099 income.&nbsp; Like many, he started with TurboTax, but quickly realized he was in over his head. Here\u2019s what most tax software [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":339,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"categories":[1],"tags":[],"class_list":{"0":"post-337","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-uncategorized","8":"entry"},"_links":{"self":[{"href":"https:\/\/www.andrewsamaniego.com\/blog\/wp-json\/wp\/v2\/posts\/337","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.andrewsamaniego.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.andrewsamaniego.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.andrewsamaniego.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.andrewsamaniego.com\/blog\/wp-json\/wp\/v2\/comments?post=337"}],"version-history":[{"count":1,"href":"https:\/\/www.andrewsamaniego.com\/blog\/wp-json\/wp\/v2\/posts\/337\/revisions"}],"predecessor-version":[{"id":340,"href":"https:\/\/www.andrewsamaniego.com\/blog\/wp-json\/wp\/v2\/posts\/337\/revisions\/340"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.andrewsamaniego.com\/blog\/wp-json\/wp\/v2\/media\/339"}],"wp:attachment":[{"href":"https:\/\/www.andrewsamaniego.com\/blog\/wp-json\/wp\/v2\/media?parent=337"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.andrewsamaniego.com\/blog\/wp-json\/wp\/v2\/categories?post=337"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.andrewsamaniego.com\/blog\/wp-json\/wp\/v2\/tags?post=337"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}