Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

Are Non-Service-Connected Pension benefits for Veterans

Customer Question
Are Non-Service-Connected Pension benefits...

Are Non-Service-Connected Pension benefits for Veterans taxable income

Accountant's Assistant: The Accountant will know how to help. Please tell me more, so we can help you best.

The veteran is 90 years old and in a

Accountant's Assistant: Is there anything else important you think the Accountant should know?

Veterans home. He was awarded the pension due to his only income from social security

Submitted: 3 months ago.Category: Tax
Show More
Show Less
Ask Your Own Tax Question
Answered in 17 minutes by:
3/23/2018
Tax Professional: Lev, Tax Advisor replied 3 months ago
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 33,116
Experience: Taxes, Immigration, Labor Relations
Verified

If these are VA benefits - these are fully excluded from taxable income.

Please verify what type of benefits the person received?

What reporting form was issued?

Ask Your Own Tax Question
Tax Professional: Lev, Tax Advisor replied 3 months ago

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 Social Security / 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: 33,116
33,116 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 draw social security and v. A. Disability benefits. I have
I draw social security and v. A. Disability benefits. I have been told by people at v a that those benefits are not taxable . Could you please let me know how this works in my case … read more
Barbara
Barbara
Enrolled Agent, Paralegal
5,419 satisfied customers
I don't know if my prior question got to. So, here it is. I
Hi. I don't know if my prior question got to. So, here it is. I am a Disabled Veteran rated at 90%. I receive $1748.00 monthly. VA Disability money is not taxable. Will this nontaxable VA Disability p… read more
Lev
Lev
Tax Advisor
33,116 satisfied customers
Bob. I have a Soc Sec Dis question for you. I just received
Hi Bob. I have a Soc Sec Dis question for you. I just received my Sos Sec Disability back pay. It was $46,947. $6,000 went to my attorney. I am suppose to get $2,140.00 a month. I am 60 years old. I r… read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
Just trying to figure out if i have to file taxes for my
just trying to figure out if i have to file taxes for my mother who is 91 - in the past I filed because she owned her home and could get a CF credit but I have bought the house so that no longer appli… read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
Do I have to claim my military disability money as part of
Do I have to claim my military disability money as part of my yearly income to the IRS, for PTSD disorder? I am a Vietnam veteran.… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I am a veteran 100% disabled and drawing a payment each
I am a veteran 100% disabled and drawing a payment each month. My question is if I suddenly deceased, what is the percent of my current monthly payment (50%, 75%, 90%, etc) would my wife receive? I un… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
In October 2010, my former employer, Dept. of Veteran Affairs,
In October 2010, my former employer, Dept. of Veteran Affairs, Office of Personnel Management notified me that due to backlog in disability retirement pensions, they overpaid me $52,000. Since then I … read more
Dr Arthur Rubin
Dr Arthur Rubin
Doctoral Degree
24 satisfied customers
If someone gets 1602 a month in Veteran Disability income and
If someone gets 1602 a month in Veteran Disability income and 1439 a month in Social Security and a pension of 571.89 a month. Are they required to file a tax return?… read more
Lev
Lev
Tax Advisor
33,116 satisfied customers
I am the executor of my brothers estate (and had been his
I am the executor of my brother's estate (and had been his payee prior to his death). He was a disabled veteran receiving a 100% service connected disability pension, which was not taxable either by s… read more
Lev
Lev
Tax Advisor
33,116 satisfied customers
My father is 89 years old and lives in an assisted living facility
My father is 89 years old and lives in an assisted living facility outside of Buffalo NY. I am his daughter, live in NC , have Power of Attorney and take care of all his finances. In 2010 my dad recei… read more
Stephanie B.
Stephanie B.
Accountant
Master's Degree
451 satisfied customers
Here is the scenerio Wife is a US citizen, husband is a resident
Here is the scenerio: Wife is a US citizen, husband is a resident alien, both here for 4 years. He is 65 and will be collecting "old age benefits" (govt social security type income, not private pensio… read more
Lev
Lev
Tax Advisor
33,116 satisfied customers
I received an army severance disability pay in 09 and the military
I received an army severance disability pay in 09 and the military finance people cut me a w2 without a q in block 12 for the taxes being tax free. This pay was for being injured in iraq and noted on … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I have been on social security disability (100%) since 1999,
I have been on social security disability (100%) since 1999, this past year $1739.00 a month. I also receive a service connected (100%) veterans disability, this past year $2774.00 a month. I will be … read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
do i have to file income taxes tax man says no,ss income and va of 2200 a month
haven't filed in years,accountant says don't have to because we get 2200 a month from social security,va,pension?… read more
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 satisfied customers
I am a mortgage broker and the lender is requesting borrower
I am a mortgage broker and the lender is requesting borrower to file 2007 tax returns. He says he does not have to file. He receives $1,100 in social security, $3,477 va disability, and his pension of… read more
Lev
Lev
Tax Advisor
33,116 satisfied customers
my husband just got a 1099 indicating he will be getting social
my husband just got a 1099 indicating he will be getting social security backpay of $93,000(he just got approved retro to 2001) We haven't actually received the money yet but we have the 1099. My ques… read more
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 satisfied customers
can i file for a veteran refund if my husband was 100% ...
can i file for a veteran refund if my husband was 100% service connected disabled and has passed away and i recieve surviors benifites? if so,do i use the normal 1040A form? thank you,maxine holcombe… read more
RD
RD
Self Employed
Master's Degree
1,164 satisfied customers
is a veterans rated 100% service-connected totally and ...
is a veterans rated 100% service-connected totally and permanently disabled exempt for 2/23/05… read more
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 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