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Lev
Lev, Tax Advisor
Category: Tax
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Experience:  Taxes, Immigration, Labor Relations
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I currently receive a CalPers industrial disability pension

Customer Question

I currently receive a CalPers industrial disability pension due to being injured in the line of duty. Is any portion of my IDR pension subject to Federal or State income tax?
Submitted: 7 years ago.
Category: Tax
Expert:  Lev replied 7 years ago.

Disability or industrial disability retirement is available for members unable to continue working due to illness or injury.

If you receive a disability pension - it is your taxable income - and you should receive a form 1099-R from the payer reporting that income - http://www.irs.ustreas.gov/pub/irs-pdf/f1099r.pdf

It is taxable on the federal and on the state levels - but if you actually owe any taxes - depends on your total income, filing status, deductions, etc.

 

If you determine that you will owe taxes - you might want the payer to withhold federal and/or state income tax with each paycheck - here is the form to use - https://www.calpers.ca.gov/mss-publication/pdf/xqwsO2GSlf6ZA_taxwithhold.pdf

 

If you need any help to estimate your tax liability - let me know.

 

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