Again, so-called experts need to re-read OPs question.
i can think of at least two occasions where a disability affects income calculation/tax liability.
1) Waiver of the 10% early withdrawal penalty for a traditional IRA; and
2) Treatment as a “eligible designated beneficiary” exempted from the 10-year rule for RMDs from an inherited IRA.
For taxpayers under age 65, a physician must complete a statement certifying the permanent and total disability.
However, you don’t need a physician’s certification if you have a VA P&T disability determination. In that event, use VA Form 21-0172 in lieu of a physician’s statement to claim “disability” status.
As mentioned above, there are at least two examples where a VA disabled individual could receive favorable tax relief.
