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Tax Refund And Va Pension


widoweddisabledvet

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  • HadIt.com Elder

For Pension and health care benefits for less than 50% sc,

the VA is going to want you to report all income for the previous year.

If you just now recieved an income tax return for 2007 in 2010, than that is income for 2010 as far as pension is concerned. You will need to report this for your 2011 Pension income report.

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I think we are talking apple and oranges, Basically, two separate issues, a tax issue and a pension issue. Regarding the tax issue, apparently there was earned income in 2007, not related to the pension. All the IRS is asking for is a final tax return on the deceased. The Widow filed and received a refund. As far as the IRS is concerned she has fulfilled her obligation with them. In 2008, when she started to receive the pension, what income did the VA use to justify her pension? Most likely, the VA accessed the IRS records for 2007, and that is how they determined her pension amount. Why would she report 2007 income for 2010, when it was already reported. If, she is referring to the refund, heaven help us if we ever get that low in this country.

Papa

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IRS to Hold Open House

The IRS will host a special nationwide open house from 9:00 a.m. to 2:00 p.m. local time in 100 offices across the country on Saturday, September 25, to help taxpayers, especially veterans and people with disabilities, solve tax problems and respond to IRS notices. IRS staff will be available on site or by telephone to help taxpayers work through issues and leave with solutions.

At the September 25 open house, anyone who has a tax question or has received a notice can speak with an IRS employee to get an answer to their question or a clear explanation of what is necessary to satisfy the request. A taxpayer who cannot pay a balance due can find out whether an installment agreement is appropriate and, if so, fill out the paperwork right there. Assistance with offers-in-compromise will also be available. Likewise, a taxpayer struggling to complete a certain IRS form or schedule can work directly with IRS staff.

A listing of the open house locations is available on the IRS website.

The above is from the NATP Newsletter.

Papa

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  • HadIt.com Elder

[Why would she report 2007 income for 2010, when it was already reported. If, she is referring to the refund, heaven help us if we ever get that low in this country. ]

Yes, i believe she is refering to recieving 2007 tax return in 2010.

She had already reported the earned income, but you need to report, "all" income to include income tax returns for pension benefits.

VA Pension is the same as welfare when it comes to counting all income. Failure to report it may result in federal charges of fraud to obtain benefits.

Do they get that low down? Why yes they do. Read the form: (if you received any NEW source of income or any ONE-TIME income)

Improved Pension Eligibility Verification Report (Veteran with Children)

http://www.access.gp...r29ap09.148.pdf

Veterans who have questions need to contact their patient advocate or VAMC Eligbility review dept.

Health care renewal forms are due in October. Those who haven't filled out their 1010EZR need to do so now and send them in.

1010ezr page 1

http://www.access.gp...r29ap09.149.pdf

1010ezr page 2

http://www.access.gp...r29ap09.148.pdf

Edited by allan
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