Thanks gloriah5200, he did receive VA benefits and the amount he received monthly does add up to the total on the 1099-R form. The government has not even been supplying this form for years. I am assuming it is because he passed away and the benefits switched over to my mom as his survivor. Would the tax being different because of this change? He has been told for years that his pay is tax free!
The information on the Turbotax under "do i need to report me veteran disability payments" states that you don't need to report your disability payments if these conditions apply: You were entitled to receive a disability payment before Sept. 25, 1975. Or You were a member of the applicable government service before Sept. 24, 1975.
So I am thinking that the survivor benefit is being handled differently? Now taxable?
