taxable retirement income

[jryjjln]

Is disability retirement income taxable for a 65 year old federal civil service retiree?

[ColeenD3]

Disability Pensions

If you retired on disability, you must include in income any disability pension you receive under a plan that is paid for by your employer. You must report your taxable disability payments as wages on line 1 of Form 1040 or 1040-SR until you reach minimum retirement age. Minimum retirement age is generally the age at which you can first receive a pension or annuity if you aren’t disabled.

.

PUB 907

[jryjjln]

Minimum retirement age is 56 - individual is now 65 and receives a form CSA 1099R. Distribution code is 3-Disability. Box 5 shows  1509.67. Box 9B shows 33294 Employee Contribution.

i

[ColeenD3]

Yes. It is taxable. I referenced IRS Publication 907 in my answer.