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Irs Information On Taxes, Disability Such As Va Incomes, Lots Of Good Info

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Guest allanopie


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Dan Cedusky, Champaign IL "Colonel Dan"

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http://www.irs.gov/publications/p907/ar02.html#d0e178 partial reprint from

IRS web site, Pamphlet 907

Social Security and Railroad Retirement Benefits

If you received social security or equivalent tier 1 railroad retirement

benefits during the year, part of the amount you received may be taxable.

Are any of your benefits taxable? If the only income you received during

the year was your social security or equivalent tier 1 railroad retirement

benefits, your benefits generally are not taxable and you probably do not

have to file a return.

If you received income during the year in addition to social security or

equivalent tier 1 railroad retirement benefits, part of your benefits may be

taxable if all of your other income, including tax-exempt interest, plus

half of your benefits are more than:

* $25,000 if you are single, head of household, or qualifying


* $25,000 if you are married filing separately and lived apart from

your spouse for all of the year,

* $32,000 if you are married filing jointly, or

* $-0- if you are married filing separately and lived with your

spouse at any time during the year.

For more information, see the instructions for Form 1040, lines 20a and

20b, or Form 1040A, lines 14a and 14b. Publication 915, Social Security and

Equivalent Railroad Retirement Benefits, contains more detailed information.

Supplemental security income (SSI) payments. Social security benefits do

not include SSI payments, which are not taxable. Do not include these

payments in your income.

Disability Pensions

Generally, you must report as income any amount you receive for your

disability through an accident or health insurance plan that is paid for by

your employer. If both you and your employer pay for the plan, report as

income only the amount you receive for your disability that is due to your

employer's payments. Your employer should be able to give you specific

details about your pension plan and tell you the amount you paid for your

disability pension.

If you paid the entire cost of the plan, do not report as income any amounts

you get from the plan for your disability. See Publication 525, Taxable and

Nontaxable Income, for more information.

Military and Government Disability Pensions

Generally, you must report disability pensions as income, but do not include

certain military and government disability pensions. For information about

military and government disability pensions, see Publication 525.


Military retirement pay. If your retirement pay is based on age or length

of service, it is taxable and must be included in your income as a pension

on lines 16a and 16b of Form 1040 or on lines 12a and 12b of Form 1040A. Do

not include in your income the amount of any reduction in retirement or

retainer pay to provide a survivor annuity for your spouse or children under

the Retired Serviceman's Family Protection Plan or the Survivor Benefit


VA disability benefits. Do not include disability benefits you receive

from the Department of Veterans Affairs (VA) in your gross income. If you

are a military retiree and do not receive your disability benefits from the

VA, see Publication 525 for more information.

Do not include in your income any veterans' benefits paid under any law,

regulation, or administrative practice administered by the VA. These


* Education, training, or subsistence allowances,

* Disability compensation and pension payments for disabilities paid

either to veterans or their families,

* Grants for homes designed for wheelchair living,

* Grants for motor vehicles for veterans who lost their sight or the

use of their limbs,

* Veterans' insurance proceeds and dividends paid either to veterans

or their beneficiaries, including the proceeds of a veteran's endowment

policy paid before death, or

* Interest on insurance dividends left on deposit with the VA.

From: Paul Kasper [mailto:parker2@entercomp.com]

Sent: Thursday, January 05, 2006 10:57 AM

To: ColonelDan:;

Subject: irs publication 907--tax info and other good stuff

IRS information on taxes, disability such as VA incomes, lots of good info

before you file taxes

Shortcut to: http://www.irs.gov/publications/p907/ar02.html#d0e178

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