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Stephen G.
Stephen G., Sr Income Tax Expert
Category: Tax
Satisfied Customers: 6182
Experience:  Extensive Experience with Tax, Financial & Estate Issues
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How do I file my taxes with my only income being SS disability

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How do I file my taxes with my only income being SS disability and VA disability, I am single and live alone. both incomes are direct deposits

Stephen E. Grizey :

Hi & thanks for using our service. I'll do my best to give you a complete & accurate answer. Please ask me to clarify anything you don't understand.

Customer :

ok

Stephen E. Grizey :

Well, what kind of 1099 did you receive from the VA? if the VA pension is a disability pension it shouldn't be taxable; the social security pension would only be taxable IN PART based upon your other income. So to accurately answer your question, we would need to know the amount of the two pensions as well as the approximate total of any other income you have,

Stephen E. Grizey :

For once, H&R Block may be right

Customer :

The VA is not a pension

Customer :

SS is 1200 and the VA is 1400

Customer :

VA W2 end of year was 8000

Customer :

Have not received any W2 form from the VA yet

Stephen E. Grizey :

So you didn't receive the VA pension all year.

Customer :

only half the year

Stephen E. Grizey :

It shouldn't be a W2........is it a 1099-R or a W2-P and what does it say about the 8,000.

Stephen E. Grizey :

1/2 the year is 8,400?

Customer :

net benefits for 2010

Stephen E. Grizey :

Please explain in more detail, exactly what you have or what you're looking at...

Customer :

ok in box 3 of the SSA-1099 Benifits in 2010 = 8096.00

Customer :

box 4 benifits repaid to SSA 2010 = none

Stephen E. Grizey :

Nothing from the VA?

Customer :

Nothing like formal like this yet

Stephen E. Grizey :

You don't have to file a tax return for federal or state. H&r block is correct.

Customer :

ok that make be feel better

Customer :

do I every have to file

Stephen E. Grizey :

Probably not, based upon what you've told me.

Customer :

ok

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