DawnC
Expert Alumni

Retirement tax questions

If your disability is non-taxable, you may not have a filing requirement (see link for requirements).   Who pays you the disability income?   Did you receive any tax forms?   How (or if) you proceed is dependent on the type of income and tax forms you received.  

 

Disability benefits you receive from the Department of Veterans Affairs (VA) aren't taxable and don't need to be reported on your return. However, Military Disability Retirement pay could be taxable if reported on form 1099-R.    Generally, Social Security Disability Benefits (SSDI) aren't taxable unless you have substantial additional income (more than $25,000 for an individual or $32,000 for married filers).    

 

Please see Is Disability Income Taxable? for more information on disability income.    

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