Form M99 - Minnesota Credit For Military Service In A Combat Zone - 2017 Page 3
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32. A personal representative appointed by
Required Documentation
You should request the required documen-
the court to represent the estate. To be
You must attach the following to Form M99
tation as soon as possible to avoid delays
eligible, a surviving spouse cannot be
for each period of duty in a combat zone or
when filing for your credit.
filing a 2017 joint federal income tax
qualifying hazardous duty area:
Choosing Direct Deposit
return with the decedent. The personal
• National Guard, Reservists, and
You may get your refund faster by having it
representative must enclose a copy of the
retired or discharged active-duty mem-
direct deposited in your bank account. Enter
court document showing appointment as
bers: Attach DD-214 reflecting period of
your banking information on the front of
personal representative.
qualifying service.
Form M99.
3. The first living person from the list be-
• Active-duty members: Attach a copy of
Note: Once you request a direct deposit of
low. To be eligible, (a) a surviving spouse
your Leave and Earnings Statement for
your refund, there is no way to cancel the
cannot be filing a 2017 joint federal
each month in qualifying status.
direct deposit or change the account or rout-
income tax return with the decedent, (b)
ing information.
a court cannot have appointed a personal
If You Do Not Have Copies of the
representative to represent the estate, and
Use of Information
Required Documentation
(c) the value of the estate must be less
All information you provide on Form M99
National Guard and Reserve members may
than $75,000.
is private by state law and cannot be given
request a copy of their DD-214(s) from the
The eligible persons, in order, are:
to others, including your spouse, with-
Official Personnel File (OPF) maintained in
out your consent, except to the Internal
their unit.
• A surviving spouse who did not file a
Revenue Service (IRS), to other states that
2017 joint federal income tax return
Inactive Reserve, retired, and discharged
guarantee its privacy by law, to Minnesota
with the decedent
military members may order a copy of their
courts, and to other Minnesota state, county
• The decedent’s children
DD-214(s) through The National Archives
and local government agencies. Your Social
website at
• The decedent’s grandchildren
Security number is required under M.S.
• The decedent’s father and mother
270C.306.
You may also mail a copy of Standard Form
SF-180, Request Pertaining to Military
• The decedent’s brothers and sisters
If Taxes or Debts are Owed
Records, to the appropriate record center
• The children of the decedent’s brothers
If you owe any Minnesota taxes, criminal
identified in the instructions for that form.
and sisters.
fines, or a debt to a state agency, district
Active-duty military members (who did not
court, qualifying hospital or public library,
To claim the credit, complete Form
receive a DD-214 for their duty in combat
state law may require the department to
M23, Claim for a Refund for a Deceased
status) must submit a copy of their Leave
apply the military credit to the amount
Taxpayer. Include Form M23, along with
and Earnings Statement for each month in
owed (including penalty and interest on the
a copy of the decedent’s death certificate,
a combat zone or qualified hazardous duty
taxes). Your Social Security number will be
when you file Form M99. Mail Form M99,
area. Copies of previous Leave and Earn-
Form M23, and the death certificate to the
used to identify you as the correct debtor.
ings Statements can be obtained through the
address shown on the front of this form.
If the debt is less than the credit, you will
MyPay website at https://mypay.dfas.mil.
receive the difference.
Questions?
If you cannot secure the required Leave and
Filing for a Deceased Person
Forms and information are available on our
Earnings Statements on MyPay, contact the
website at
If the person eligible for this credit has
appropriate Military Pay Customer Service
died, the credit may be claimed by certain
If you have questions:
staff at the following toll-free numbers:
family members or personal representa-
• Visit our website at
Army (active duty) ........... 1-888-332-7411
tives.
Army (reserve) ................. 1-877-462-7782
The following individuals can claim the
• Send us an email at
credit (listed in order of eligibility):
Army (National Guard) .... 1-877-276-4729
individual.incometax@state.mn.us
Navy
1. A surviving spouse who has filed a 2017
• Call us at 651-296-3781 or
(active duty/reserve) ..... 1-888-332-7411
joint federal income tax return with the
1-800-652-9094
decedent.
Air Force (active duty/reserve/
National Guard) ............ 1-888-332-7411
Marine Corps
(active duty & reserve) . 1-888-332-7411
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