@dangreisen I read the case you presented.
Since I am not familiar with this particular case, I can only equate this to Veterans Disability payments and retirement payments. VA disability payments are not reported on a tax return nor on any type of federal tax forms. However, a disabled veteran can receive military retirement payments which are reported on a Form 1099-R and are taxable on a federal tax return.
So on the Form 1099-R you received, the payer is reporting your disability payments only on the 1099-R or is this a combination of disability pay and retirement pay. If disability payments which are to be excluded from income, why is the payer even entering those payments on a Form 1099-R?
I am going to page the most knowledgeable volunteer in this forum when it comes to retirement income issues for assistance.
@dmertz Could you please assist with this unique issue?
