Va Disability Waiver Refund

[parforever]

I don't like to spread rumors but wanted to see if anybody had heard about this? I got this in an email from another retiree and many of us in the office are pretty sure there is no validity on this, but anybody hear of this? (See email transcript below)

Waiver (Refund)

Subject: VA Disability Waiver Refund$$$$$$$$$$$$$$$$

If you have a VA Disability rating of 90% or less, did you know that

you are eligible for a VA Disability Waiver Refund$$$$$$. It can be

filed for the last (3) years and every year from now on until 2014.

This includes Federal and State refunds, but filed separately. I got

my package back a few weeks ago and after reviewing it with my tax guy

(also a disabled veteran), we filed for it.

I talked to local veterans in the know and nobody has even heard of

this refund program? Anyway, if you want more information on this

refund program, the person to get the information from is Mr. XXXXX

(USAF Ret.) in Ft Walton Beach, FL. He's been helping disabled

veterans get this refund for over 10 years.

If you decide to file for this refund, you can call Mr XXXXXX at

(xxx)xxx-xxxx cell and he'll gladly explain the program and what documents

you must provide to him.

He does all the paperwork and prepares all the tax forms. All you have

to do is sign the 1040X amendments and mail them in to the IRS. He

even provides the addressed mailing envelope.

There is a fee for his services.

He will need your 1040X for the year you file

DD214

1099R

Disability Rating Letter

Retirement Statement for each month for the year you are filing.

He charges 10% on the honor system.

The number I gave you is good for him because a talked to him a couple of weeks ago and got my paper work back within a week.

He does everything once you get it back all you have to do is sign it. He even includes addressed envelope and sign receipt to the IRS.

I know several people who went back to 2006 but last year was my first full year of retirement. You can call the VA and get a copy of your disability letter and call RAS to get a copy of old pay statements. I would give him a call prior to mailing it to him to ensure you have everything.

If you have questions hit me up.

[Philip Rogers]

It sounds too good to be true, so I doubt seriously it is. Nice way for someone to get your presonal info though. jmo

pr

[broncovet]

VBN has something on it, though not very much. Try here:

http://vets.yuku.com/reply/147340/t/Re-VA-...er-Refund-.html

I am still confused as to what they are talking about.

When you reach 100%, you no longer have a co pay on prescriptions, so, yes, you can get that money you paid to copays back..all you need to do is apply at your VA.

Also, if you have VA life insurance, you are entitled to "waiver of premiums" ,that is, you get the life insurance free if you are disabled. Check with the vA life insurance for more on this.

As far as the IRS goes, VA disability compensation is non taxable, so if you paid taxes on this I guess you can get it back.

Finally, if they are talking about Property taxes waiver, then that may apply. In some states, there is a property tax waiver for 100% p and T Vets. In my area, you get a 25,000 waiver..that is, if the property is in the VEts name, he does not pay property taxes on the first $25,000 property value.

I would be more than a little hesitant to send private information to a guy who was supposed to get me a refund.

[USMC_HVEQ]

can anyone provide a clearer explanation for the people less then 100%?

[carlie]

When you reach 100%, you no longer have a co pay on prescriptions,

bronco,

Nooooooooooo - when you hit 50 percent there is no co-pay for Rx's.

porforever,

I agree with pr that it's a good way for someone else to get your info.

Personally - I do not think this is true at all,

I think it's a scam and suggest you and all beware.

jmho,

carlie

[VetsLady]

If it sounds too good to be true, it usually is.

I would NEVER give any information out to some random person.......that's just me tho.

It might be worth a call to IRS on Monday.

[LarryJ]

WHAT are they "waivering" and WHAT are they "refunding"?

Anything that is that "ambiguous", that "not-so-clear", that "murky", there has to be some "snake-oil" that applies.