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My question is concerning 1099-R, I have permanent and total

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Hi, my question is concerning...
Hi, my question is concerning 1099-R, I have permanent and total disability and box 2a is unknown, do I pay taxes on this money?
JA: Thanks. Can you give me any more details about your issue?
Customer: I have no income except social security and was disabled while serving in the marines.
JA: OK got it. Last thing — Tax Professionals generally expect a deposit of about $32 to help with your type of question (you only pay if satisfied). Now I'm going to take you to a page to place a secure deposit with JustAnswer. Don't worry, this chat is saved. After that, we will finish helping you.
Submitted: 1 year ago.Category: Tax
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Answered in 17 minutes by:
2/13/2016
Tax Professional: Lev, Tax Advisor replied 1 year ago
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 30,708
Experience: Taxes, Immigration, Labor Relations
Verified

If you are permanently and totally disabled - that means - you woudl not have any early distribution penalty.

However most likely that distribution is include into your gross income.

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Tax Professional: Lev, Tax Advisor replied 1 year ago

Please provide total amount on your social security benefits and total amount of your pension.

I will determined your estimated tax liability in any.

.

I appreciate if you take a moment to rate the answer.
Experts are ONLY credited when answers are rated positively.
If you still have any doubts, need clarification - please be sure to ask.
I am here to help you with all tax related issues.

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Lev
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 30,708
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