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Tax Refund And Va Pension


widoweddisabledvet
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I began receiving va pension in mid 2008. A few months ago I got a notice I had not filed for 2007. My husband had just died. So I filed and I just received a refund. Will this affect my va pension for 2010? I would never have filed, didn't know, just did what I was told. Should I report it or just send the check to the VA or may I count it as income for 2007, the year I was NOT on VA benefits? thanks for your help

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  • HadIt.com Elder

Please clarify something first.

Are you receiving VA Compensation, or a VA pension......I noticed both?

Dealing with IRS rules is confusing for even those that are trained in it......sorta like some VA raters who cant seem to grasp the Vets medical info for reasons unknown.

I would not begin to tell you which year this refund qualify's........if it was not a big chunk , I would not worry about it, but since a Pension is a income based benefit, you need to talk this over with either the VA or a good Vet Rep org, but you will need clarification from the IRS on the year reporting rule.

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  • 3 weeks later...
  • HadIt.com Elder

An interesting Question, to say the least!

I believe that a factor in your favor would be if the return was not itemized.

Unfortunately, the VA has it's own set of rules, and without some research, how they might be applied is a big question mark.

If the refund was a large one, I can see a potential problem.

I began receiving va pension in mid 2008. A few months ago I got a notice I had not filed for 2007. My husband had just died. So I filed and I just received a refund. Will this affect my va pension for 2010? I would never have filed, didn't know, just did what I was told. Should I report it or just send the check to the VA or may I count it as income for 2007, the year I was NOT on VA benefits? thanks for your help

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http://www.vba.va.gov/bln/21/pension/vetpen.htm

The money you received was for the tax year 2007 in which you were not receiving pension. I would report is to be safe.

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The IRS wants each years income reported in the year that it is received. You do not want to send them 2007 or 08 income, pension, bank interest whatever and tell them you want to apply it to 2010. Each year is a separate time time period. In 2007, the when your husband passed away, did you work? other income? In 2007, you were not receiving a pension, so it does not impact any future years. When, you do you taxes, you can still claim Married Filing Joint. If, you have a refund or own money (heavens forbid), it will be a 2007 issue only.

papa

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  • 2 weeks later...

A VA disability is tax exempt and does not have to be included when filing taxes. VA pension believe and VA disability are the same just different what people call them. Unless of course he worked for the VA and this was a pension after his retirement. Condolences on your loss

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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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