Jolene, congratulations on being awarded the "Leave No Better Behind's Retroactive Debt Relief Scholarship for Military Veterans." For those who may not know, all former service members are eligible to apply for "Leave No Veteran Behind" to receive financial forgiveness for their student loans. In order to be a beneficiary of the program, individuals must meet five criteria. These include receiving an honorable discharge, completing some form of higher education, facing an economic hardship, falling through the cracks of the military's education benefits system, and agreeing to complete a community service project in return for financial forgiveness. Joy Lien, please tell us a bit more about your story and how you served your nation overseas in Iraq. To start, I graduated from Boise State University in 2005 with a bachelor's degree in anthropology. Shortly after graduation, I enlisted in the military and was in boot camp during my college graduation ceremony. I served until 2009-2010 and then joined the reserves because I had my daughter and wanted to be with my family. In 2011, I returned to active duty and officially will be medically retired in 2012. During my time in Iraq in 2007, I was part of the Military Information Support Team, which acts as a liaison between PSYOP and the State Department. I had the opportunity to work with various individuals and had an amazing experience. Unfortunately, my husband has faced unemployment twice in the past few years. While he had a fairly good job, I struggled to find employment. As a result, we decided that I would return to active duty and moved our family back to North Carolina. Since then, he has been unable to secure stable employment. Now, with my medical retirement, we will be making half of what I was previous earning. We have a...
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Va financial hardship Form: What You Should Know
VA'sĀ online form for veterans to request to make a payment plan can be downloaded for free on theĀ VAĀ website'sĀ Financial Hardship Resources. How to Make a VA Income Tax Refund For Veterans With VA Disability Veterans will not receive credit or debit for a claim that is in excess of the maximum amount a taxpayer is allowed to claim. However, theĀ benefits of an income tax refund will be much better than being denied benefits by the VA. 1. Veterans and Military Family Any veteran may apply for an income tax refund for VA Compensation: VA disability, and any otherĀ military service disability. 2. Taxpayers who file a joint return with another taxpayer or pay someone with whom they are filing a joint return must include: A copy of the deceased person's Social Security Number, the spouse's Social Security Number, and their Veteran ID number. A claim for a refund for any of the taxable years for which the deceased veteran was compensated with VA Disability. A claim for a refund of overpayments. See question 15 for more information. 3. All other taxable income. A copy of a valid Department of Defense Pay Check stub and an estimate of the amount of the tax owed. See question 18 for more information. 4. Veteran or military family. If you are the qualifying beneficiary of a deceased veteran, you may make your tax return electronically or over the telephone to: Use the Electronic Federal Tax Settlement (EATS) System to submit your tax return. Using the Telephone Tax Service (TTS) system to submit your tax return. 5. Payroll taxes (Social Security, Medicare or Federal and state Unemployment tax) on behalf of a surviving spouse. A valid Form 1096-D must be signed by each of you certifying that you are the surviving beneficiary of the deceased Veteran and you are the legal spouse or legal children. The Veteran will provide to the Social Security Administration one of the following documents if you are the surviving spouse: a. A copy of the death certificate for the deceased Veteran; b. An Affidavit of Dependency (see questions 2-4); or. c. A statement that you know the deceased Veteran is receiving Social Security Disability or another similar income-based program because of his or her military service. See question 12, The Death Certificate for more information. 6.
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Video instructions and help with filling out and completing Va Financial Hardship Form
