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Old 01-06-2014, 07:40 AM
 
28,560 posts, read 16,063,744 times
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Hello all,

Are there different forms when you are rated for disability? i.e. last year (2012) I was at 30% and this year (2013) I am at 70%.

Will there only be 1 1099-R? If so, will it be from DFAS, or somewhere else (VA Maybe)?

Just to clarify, I am still getting my retirement pay and I am getting the 70% disability pay also...

Thanks all...
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Old 01-06-2014, 09:38 AM
 
Location: Northern VA
316 posts, read 471,861 times
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I've been at 30% for two years now and only get one 1099-R from DFAS.
2013 Retiree 1099-Rs are available on MyPay.
Disability pay isn't taxable. I don't think the percentage changes anything.
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Old 01-06-2014, 01:58 PM
 
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Nothing comes from the VA.
Nothing from VA needs to be reported.
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Old 01-06-2014, 04:10 PM
 
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Quote:
Originally Posted by djplourd View Post
I've been at 30% for two years now and only get one 1099-R from DFAS.
2013 Retiree 1099-Rs are available on MyPay.
Disability pay isn't taxable. I don't think the percentage changes anything.
Yes, but on your 1099-R it always states that this is VA tax exempt monies (40% and below)...

So, if it's not taxable I guess it's not reportable...and I will not receive anything...
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Old 01-07-2014, 03:56 AM
 
1,162 posts, read 1,213,372 times
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Just asking to understand, please don't take this as a troll or flame.

You get retirement pay and a high percentage of disability pay? And an increase in disability isn't offset by a decrease in retirement?

Is it because it's VA disability?

Again, just trying to learn.
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Old 01-07-2014, 05:36 AM
 
4,308 posts, read 4,420,475 times
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Quote:
Originally Posted by MDrenter223 View Post
Just asking to understand, please don't take this as a troll or flame.

You get retirement pay and a high percentage of disability pay? And an increase in disability isn't offset by a decrease in retirement?

Is it because it's VA disability?

Again, just trying to learn.

Read up on the Camp Lejeune drinking water.
Read up on the Gulf War Syndrome.
Read up on Agent Orange.
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Old 01-07-2014, 05:46 AM
 
28,560 posts, read 16,063,744 times
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Quote:
Originally Posted by MDrenter223 View Post
Just asking to understand, please don't take this as a troll or flame.

You get retirement pay and a high percentage of disability pay? And an increase in disability isn't offset by a decrease in retirement?

Is it because it's VA disability?

Again, just trying to learn.
40% and under disability your retirement pay is offset by not paying taxes on 40% of your retirement...

50%+ disability, your retirement goes back to normal and you pay taxes on the entire retirement pay, then VA gives you (whatever the the payment is) seperatley from your retirement...
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Old 01-07-2014, 07:56 AM
 
Location: New Mexico U.S.A.
23,563 posts, read 37,580,414 times
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Quote:
Originally Posted by unit731 View Post
Read up on the Camp Lejeune drinking water.
Read up on the Gulf War Syndrome.
Read up on Agent Orange.
Sorry, but that just does not answer the posters question...
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Old 01-07-2014, 11:11 AM
 
Location: Northern VA
316 posts, read 471,861 times
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Quote:
Originally Posted by chucksnee View Post
Yes, but on your 1099-R it always states that this is VA tax exempt monies (40% and below)...

So, if it's not taxable I guess it's not reportable...and I will not receive anything...
My 1099-R does not include any reference to my VA disability pay. It shows Block 1 - Gross Distribution and then Block 2a - Taxable Amount (both amounts are the same). On my Monthly Retiree Account Statement it shows Gross Pay, VA Waiver,and then Taxable Income. As far as I can see, there's no way to tell that I receive disability pay by looking at the 1099-R.

You will get a 1099-R for your retirement pay.
You will not get a 1099-R for your disability pay.
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Old 01-07-2014, 11:27 AM
 
Location: Northern VA
316 posts, read 471,861 times
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Quote:
Originally Posted by chucksnee View Post
40% and under disability your retirement pay is offset by not paying taxes on 40% of your retirement
That's not quite the way it works. At 40% and under you "waive" a right to a portion of your retirement pay in order to get that waived amount as a tax free disability payment from the VA. The dollar amount of the waiver is based on your VA Rating (%) and family status. My waiver amount isn't even close to 40% of my gross. Here's a link to the 2014 VA Compensation Rate table: VA Disability Compensation Rates | Military.com

Quote:
Originally Posted by chucksnee View Post
50%+ disability, your retirement goes back to normal and you pay taxes on the entire retirement pay, then VA gives you (whatever the the payment is) seperatley from your retirement...
Even at 30% I get a separate check (direct deposit) from VA
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