Gather all your tax documents.
The form that an employer must send to an employee and the IRS at the end of the year.
The W-2 form reports an employee's annual wages and the amount of taxes withheld from his or her paycheck.
The 1099 form is the IRS tax form used for taxpayers (i.e., independent contractors, consultants, investors) to report income, whether from work or from investments that are not salaried income. There are many types of Form 1099s, so the income provider will have to send a specific 1099 form, based on the types and sources of income earned, to the taxpayer.
A form filed with the IRS that details the amount of interest and mortgage-related expenses paid on a mortgage during the tax year. These expenses can be used as deductions on a U.S. income tax form, Schedule A, which reduces taxable income and the overall amount owed to the IRS. The mortgage lender is required by the IRS to provide this form to borrowers.
Gather all tax donation receipts and other documents to support proof of income and tax deductions.
File your taxes electronically.
If your Adjusted Gross Income was $64,000 or less in 2017, you are eligible for Free File.
Use tax preparation software to prepare your tax return and send it through e-File. Your return is sent through safe and secure channels, not via email.
Use a tax professional to prepare your tax return and send it through e-File. Your return is sent through safe and secure channels, not via email.
Have your refund direct deposited to your account.
The IRS recommends having your refund deposited directly to your account. This gets you your refund within 10 days. You can have your refund transferred directly into your checking, savings or Money Market Savings Account.
You can also pay for your taxes electronically from your checking account or use your
Navy Federal Debit Card, or earn rewards by using your Navy Federal rewards credit card.
Navy Federal Tax Resources
Click here to find out how to locate your Navy Federal tax info online, including forms 1099 and 5498.
Information for individual taxpayers.
For federal tax purposes, the U.S. Armed Forces includes officers and enlisted personnel in all regular and reserve units controlled by the Secretaries of Defense, the Army, Navy and Air Force. The Coast Guard is also included, but not the U.S. Merchant Marine Academy or the
American Red Cross.
Filing and paying your taxes should be as convenient as possible. That's why the IRS provides you with many helpful interactive forms, calculators and tools.
Printable forms and instructions in PDF format.
This information is intended to provide general information and should not be considered tax advice. Please consult a tax professional for more information.
Navy Federal's Tax ID
April 17, 2018
Countdown to File
Have questions or concerns about filing?