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  1. I was a non-professional successor trustee to my father's trust. I did not pay self employment tax on this money. Here is "According to Rev. Rul. 58-5 Generally, nonprofessional fiduciaries (that is, for example, persons who serve as executor or administrator in isolated instances, and then as personal representative for the estate of a deceased friend or relative) will not be treated as receiving income from a trade or business unless all of the following conditions are met:(a) There is a trade or business among the assets of the estate,(b) The executor actively participates in the operation of this trade or business,(c) The fees of the executor are related to the operation of the trade or business." Would this money be considered sheltered income for TDIU purpose? I am appeallng a TDIU claim for an earlier effective date and 3 of those years were during the time I received trustee fees as a successor trustee. This is from the HillandPonton.com website "Sheltered employment involves holding a job but in a protected work environment. In this case, you’re maintaining a position where the employer makes accommodations for your disability. In other words, while you may not be able to work at another job, you’re able to keep this one due to your accommodations. These accommodations may include diminished quotes, additional time off, extra breaks, the ability to leave work at will, etc. Sheltered employment essentially is a job where you are not working under regular expectations. It may be a job where you are expected to do the most you can and whenever you are able. Generally, with a sheltered employment position, you are held to a different set of standards due to any limitations you may have resulting from your service connected disabilities. The employer may have also developed the job specifically for you to allow you to keep working. For example, you may have permission to go home due to a migraine or are allowed to work individually if you have severe anxiety or other mental health condition. Family businesses are a common example of sheltered work environments, since you’re still employed but likely receive extra accommodations for your specific impairment. " Again, there was no trade or business and I was not an employee nor was I self employed. I did pay taxes on the money. It was categorized as other income. I was able to work at my own pace and quit whenever I needed. I do not think this was Substantial Gainful Employment. Any comments or suggestions as to how to approach this? Happy Trails, Paul
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