Disabled Veteran

Forum|Forum|3 years ago
March 2, 2023
1 reply
8 views

I am 100% service connected disabled veteran. Federal taxes were withheld from my army pension for part of year 2022 prior to my being determined exempt from taxes. How do I request a refund for the collected taxes or what form do I use to claim the collected taxes when I file my return for 2023? I live in the state of Texas.

MaryK4

Level 15

You will have to file a normal tax return and report zero income and the withholding which will be your refund amount.

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LesiaCAuthor

Level 2

Thank you for responding. I do have other income (Social Security, Teacher Retirement etc.) so do I not include the income shown on my Army Retirement 1099R as part of my gross income? Will IRS know that I am exempt. Are there any publications or articles that would further explain this? When it comes to the IRS I am extremely nervous.

Thanks

LesiaC

MaryK4

Level 15

You should enter the 1099-R as you receive showing the income and withholding. If you then add as Miscellaneous Income with a description of something like Military Disability-exempt income with the amount negative, the IRS will see the income with the description. @LesiaC

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