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.
Talking with H@R block they made it sound like I did not have to file
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,
For once, H&R Block may be right
The VA is not a pension
SS is 1200 and the VA is 1400
VA W2 end of year was 8000
Have not received any W2 form from the VA yet
So you didn't receive the VA pension all year.
only half the year
It shouldn't be a W2........is it a 1099-R or a W2-P and what does it say about the 8,000.
1/2 the year is 8,400?
net benefits for 2010
Please explain in more detail, exactly what you have or what you're looking at...
ok in box 3 of the SSA-1099 Benifits in 2010 = 8096.00
box 4 benifits repaid to SSA 2010 = none
Nothing from the VA?
Nothing like formal like this yet
You don't have to file a tax return for federal or state. H&r block is correct.
ok that make be feel better
do I every have to file
Probably not, based upon what you've told me.