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How do you know how much of your distribution on form 1009-R from your military retirement pay is taxable and what percentage is due to disability?
I am doing my fathers taxes as he passed away and he received a 1099-R form that shows his taxable amount in box 2a. But the "total distribution" box is not checked. The "taxable amount not determined" box is not checked either. He does receive disability pay for his service but he only received one form. He also retired before 1975 so is all of his retirement pay tax free?
March 4, 2021
12:22 PM