I retired from the Army in 2020. I was then awarded 100% disability from the VA. According to IRS Publication 525, certain military pensions are tax exempt if you were later found to be disabled. I applied for exemption through the Defense Finance and Accounting Service (DFAS), which is where I receive my pension, and was awarded tax exemption in July of this year (2024). Now I am trying to get the money I have paid in taxes back for the past 3 + years. I researched publication 525, and it appears that I can file Form 1040-X to get that money back for the years I paid taxes on my pension. While the IRS has instructions on filling out the form, it is a bit confusing, so I was wondering if anyone had any experience with filling out a 1040-X? Thank you in advance for any assistance you may be able to provide. -Danny
