Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

Lev I'm a medically retired (Service-Connected Disability)

Customer Question
Hi Lev I'm a medically retired...
Hi Lev
I'm a medically retired (Service-Connected Disability) peace officer (California in 1994). No tax filing problems until recently. Rec'd mail from IRS stating 2013 income from disability should have been reported as income. Turned 48 that year. Used Turbotax for 1st time that year...probably the issue. :)
What should I send/demonstrate to the IRS to get them to discount this as income? What documentation, etc?
Submitted: 3 years ago.Category: Tax
Show More
Show Less
Ask Your Own Tax Question
Answered in 41 minutes by:
6/13/2015
Tax Professional: ShawnA, CPA, Professor, CFP. CGMA, Business Consultant, Professor, PFS I have decades of experience answering these questions. replied 3 years ago
ShawnA
ShawnA, CPA, Professor, CFP. CGMA, Business Consultant, Professor, PFS I have decades of experience answering these questions.
Category: Tax
Satisfied Customers: 2,884
Experience: CPA, Professor, CFP. CGMA, Business Consultant, Professor, PFS I have decades of experience answering these questions.
Verified
Hello. My specialty is focusing on YOUR Financial needs. Financial Planner/Business Owner for 20 years. Retired CPA
I assume Lev will be on at some time. Please let us know if you would accept an answer from another expert or if you prefer to wait for Lev.
Have a great day.
Ask Your Own Tax Question
Customer reply replied 3 years ago
Ill wait
Tax Professional: Lev, Tax Advisor replied 3 years ago
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 33,301
Experience: Taxes, Immigration, Labor Relations
Verified
Hi and welcome to our site!
The IRS based their decision whether your disability benefits are taxable or not - on how these benefits are reported by the payer.
The payer most likely reported these payments as taxable - and that is why the IRS assessed additional tax liability.
Most likely - you received form 1099R reporting your disability benefits for 2013. If you are not able to locate that form - you may either contact a payer asking for duplicate or request your tax account transcript from teh IRS and verify that reporting.
.
Another issue - if the payer correctly reported these disability benefits as taxable.
If you retired on disability, you must include in income any disability pension you receive under a plan that is paid for by your employer. You must report your taxable disability payments as wages on line 7 of Form 1040 or Form 1040A until you reach minimum retirement age. Minimum retirement age generally is the age at which you can first receive a pension or annuity if you are not disabled.
Beginning on the day after you reach minimum retirement age, payments you receive are taxable as a pension or annuity. Report the payments on lines 16a and 16b of Form 1040 or on lines 12a and 12b of Form 1040A.
.
Certain military and government disability pensions are not taxable. You may be able to exclude from income amounts you receive as a pension, annuity, or similar allowance for personal injury or sickness resulting from active service in one of the following government services.
•The armed forces of any country.
•The National Oceanic and Atmospheric Administration.
•The Public Health Service.
•The Foreign Service.
There are certain conditions for exclusion.
So - please verify if your disability benefits are based on personal injury or sickness resulting from active government services listed above.
Let me know if you need any clarification this matter.
I am here to help you with all tax related issues.
Ask Your Own Tax Question
Was this answer helpful?

How JustAnswer works

step-image
Describe your issueThe assistant will guide you
step-image
Chat 1:1 with a tax professionalLicensed Experts are available 24/7
step-image
100% satisfaction guaranteeGet all the answers you need
Ask Lev Your Own Question
Lev
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 33,301
33,301 Satisfied Customers
Experience: Taxes, Immigration, Labor Relations

Lev is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,338 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,512 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

59 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

15,569 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

< Previous | Next >

Related Tax Questions
I have turbotax Premier on my computer. I filed my 2016
I have turbotax Premier on my computer. I filed my 2016 Income Tax Return On Line without any problems. When I tried to file my Spouse's Income Tax Return On Line I was unable to do so as Box 21, The … read more
Marcia Mitrano
Marcia Mitrano
MBA
62 satisfied customers
I have to file a California 2011 540NR Form because I lived
I have to file a California 2011 540NR Form because I lived for eleven months in Idaho and moved to California November 21,2011 and started work on December 1st 2011. In the meantime, I had not closed… read more
abci168
abci168
Principal
27 satisfied customers
I filed taxes with TurboTax and 2014. I received a letter
Hi. I filed taxes with TurboTax for 2013 and 2014. I received a letter from the IRS stating I owe them $2316. The letter states my income and payment information they have doesn't match the informatio… read more
abci168
abci168
Principal
27 satisfied customers
I am an Indian citizen, living in California. I am filing my
I am an Indian citizen, living in California. I am filing my tax return as First Year Choice (H1b visa) and requesting Child Tax Credit for my son. My son does not have ITIN, so I need to apply for hi… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,301 satisfied customers
I moved and in the process my papers for filing my 2013 tax
I moved and in the process my papers for filing my 2013 tax forms disappeared. Since I didn't have them when I got to my new location, I filed for an extension and it was rejected because there was al… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,301 satisfied customers
Hello, I did my return via turbotax online and I own $660.
Hello, I did my return via turbotax online and I own $660. I was going to pay with credit card but somehow I checked the I will mail a check box. Is there anyway I could go back and change that? or by… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,301 satisfied customers
For the last 3 tax years, my ex-husband has claimed my son
For the last 3 tax years, my ex-husband has claimed my son and I find out when my tax is rejected. He claims him in order to get EIC since he makes less than my husband and me. Every year he has a dif… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,301 satisfied customers
I received a 1099 Tax Form from my employer who I suit for
I received a 1099 Tax Form from my employer who I suit for the monies I received as compensatory damages. I'm on blood pressure medicine from the stress I'm on. Monies I received are not wages but dam… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,301 satisfied customers
I live in Wisconsin. In 2013, my son turned 18 March 19 and
I live in Wisconsin. In 2013, my son turned 18 March 19 and graduated from high school in June 2013. He attended college in the fall at least part time. He earned $3,585 and paid $282 in federal tax a… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
My sister in law is a 73 year old disabled widow with paraplegia,
My sister in law is a 73 year old disabled widow with paraplegia, a bad shoulder and early onset alzheimer's, who cannot transfer herself or bathe herself, and needs 24/7 home care. We have been payin… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,301 satisfied customers
I have already filed my taxes. I recently received a 1099
I have already filed my taxes. I recently received a 1099 misc. What had happened was I had a dentist who did some really bad work and damaged some of my teeth and I settled with him out of court and … read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,301 satisfied customers
i recieved a out of court settlement from an insurance company
i recieved a out of court settlement from an insurance company (paid by my emplyer) for disability. The attorney was issued the check and they in turn wired the money to my account after they took the… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,301 satisfied customers
This question concerns taxes and the California Insurance Exchange
This question concerns taxes and the California Insurance Exchange cootdination of Obama Care for California AKA. Affordable Care Act. Application starting next october 2013. I heard that my april 15 … read more
Barbara
Barbara
Enrolled Agent, Paralegal
5,648 satisfied customers
Recently, we received a notice from the IRS regarding our 2009
Recently, we received a notice from the IRS regarding our 2009 tax return. They are saying that we owe an additional $3500 in taxes for that year. After taking this to our tax accountant, we determine… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,301 satisfied customers
I am in the middle of a divorce and would prefer to file my
I am in the middle of a divorce and would prefer to file my own return. My divorce wasn't final by Dec.31 2010. When I go thru filing out the Turbo Tax info. I am being told I cannot e-file if I don't… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,301 satisfied customers
we just learned last month our taxes was exemp on disablity
we just learned last month our taxes was exemp on disablity i myself have been on didable for 1995 and we had to pay 2010-this exemtion will sart next year,what about all the years we paid we didn,t k… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I was preappoved for a mortgage, but have not filled ...
I was preappoved for a mortgage, but have not filled returns for ''05 and ''06. The loan app is going to underwriting probably within a month. How should I file these returns to get them in the system… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,301 satisfied customers
I retired on a job related disability and get 50 % of
I retired on a job related disability and get 50 % of my old salary. I was once told that this income from the disability is not taxable but my tax people do not believe I am correct. I was recently t… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,301 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x