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milmor69
New Member

Did I do my return correctly being I'm disabled?

Um disabled and paid taxes on a retirement fund, am I entitled to all taxes paid?
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ToddL
New Member

Did I do my return correctly being I'm disabled?

Being disabled does not exempt you from federal income tax, except for VA disability payments. 

Social Security Disability benefits and retirement payments are subject to income tax. Whether or not you get a refund of all or part of the taxes withheld on retirement payments will depend on your exemptions, deductions and other income.

State income taxes may be another issue.  Most states don't tax disability benefits at all, but a few states tax them in the same way as the federal government, and still other states have their own way of applying state taxes to disability benefits. For more information, see this article on which states tax disability benefits

If your state has an income tax, the state interview should walk you through the necessary questions to determine if any part of your disability income is taxable.

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