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Are GI Benefits Considered Income on Your Tax Return?

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2024 • October 16, 2024 1:44 AM
OVERVIEW

If you're a service member or a veteran with an honorable discharge, the GI Bill may provide funding to help with college costs. The benefits can add up to thousands of dollars that you do not have to report as income on your individual income tax return.

Key Takeaways

  • The GI Bill provides funding to help with college costs for service members and veterans with an honorable discharge.
  • The Post-9/11 GI Bill provides benefits to service members who have been on active duty for 90 days or more since 9/11/01, including Reservists and National Guard members.
  • The U.S. Department of Veterans Affairs will pay tuition equal to the most expensive public college tuition in the state, and under some circumstances, the government may pay even more.
  • The federal government offers several tax credits for college expenses, including the Lifetime Learning Credit and the American Opportunity Credit.

GI Benefits

If you're a service member or a veteran with an honorable discharge, the GI Bill may provide funding to help with college costs.  The benefits can add up to thousands of nontaxable dollars that you do not have to report as income on your individual income tax return (Form 1040).

History of the GI Bill

The original GI Bill, officially known as the Servicemen's Readjustment Act, was passed in 1944, despite it being highly controversial. At the time, few people outside the rich or academically gifted went to college, and members of Congress wondered if veterans would fit in. The House and Senate passed different versions, and the bill reconciling the two versions passed by a single tie-breaking vote. Congress revamped the bill in 1984, then again with the "Post 9/11" GI Bill in 2009.

Qualifying for GI Bill benefits

The Post-9/11 GI Bill provides benefits to service members who have been on active duty for 90 days or more since 9/11/01, including Reservists and National Guard members. The service period required is just 30 days if you have a service-related disability.

  • The benefits increase by tiers, based on the length of your service.
  • All veterans are eligible, provided they received an honorable discharge.
  • You can use the benefits for undergraduate and post-graduate study, as well as vocational training, provided it's at a federally approved institution of higher learning.

Benefits for GI Bill recipients

Under the Post-9/11 GI Bill, the U.S. Department of Veterans Affairs (VA) will pay tuition equal to the most expensive public college tuition in the state, and under some circumstances, the government may pay even more.

The bill also provides:

  • Up to $1,000 for schoolbooks and supplies,
  • a housing allowance the VA pays directly to you, unless you're taking classes entirely online, and
  • a one-time relocation allowance for some qualifying individuals.

None of this is taxable income, so you don't need to mention it on your Form 1040.

TurboTax Tip:

Enlisted active duty and reserve military can file free federal and state taxes with TurboTax Online using the TurboTax Military Discount.

Claiming additional education credits

The federal government offers several tax credits for college expenses, including the Lifetime Learning Credit and the American Opportunity Credit. These education tax credits allow you to deduct a share of your family's college expenses from your taxes, rather than from your taxable income.

The IRS states that your education tax credit will be reduced for any money the GI Bill contributes toward your tuition and college fees.

  • If you pay $5,000 in tuition one year, and the government pays for $4,000, your credit would be based on the $1,000 you paid yourself.
  • Your room and board allowance, however, is separate from these credits.

Enlisted active duty and reserve military can enjoy TurboTax Online for free

In honor of our nation's military personnel, all enlisted active duty and reserve military can file free federal and state taxes with TurboTax Online using the TurboTax Military Discount. The #1 best-selling tax software, TurboTax easily handles military tax situations including:

  • military and civilian income—including combat pay, BAS and BAH
  • military-related expenses—TurboTax will find every deduction you deserve
  • completed a PCS—TurboTax will determine your state of residence

Simply start your TurboTax Online return and use your military W-2 to verify rank, and your savings will be applied when you file.

With TurboTax Live Full Service, a local expert matched to your unique situation will do your taxes for you start to finish. Or, get unlimited help and advice from tax experts while you do your taxes with TurboTax Live Assisted.

And if you want to file your own taxes, you can still feel confident you'll do them right with TurboTax as we guide you step by step. No matter which way you file, we guarantee 100% accuracy and your maximum refund.

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~37% of filers qualify. Simple Form 1040 returns only (no schedules except for Earned Income Tax Credit, Child Tax Credit and student loan interest).

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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

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