topic Disabled Veteran in Retirement tax questions

Disabled Veteran

LesiaC — Tue, 24 Feb 2026 03:56:01 GMT

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.

Re: Disabled Veteran

MaryK4 — Thu, 02 Mar 2023 03:08:02 GMT

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

Re: Disabled Veteran

LesiaC — Thu, 02 Mar 2023 03:14:44 GMT

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

Re: Disabled Veteran

MaryK4 — Thu, 02 Mar 2023 03:45:46 GMT

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