U.S. CitiesCity-Data Forum Index
Go Back   City-Data Forum > General Forums > Military Life and Issues
 [Register]
Please register to participate in our discussions with 2 million other members - it's free and quick! Some forums can only be seen by registered members. After you create your account, you'll be able to customize options and access all our 15,000 new posts/day with fewer ads.
View detailed profile (Advanced) or search
site with Google Custom Search

Search Forums  (Advanced)
Reply Start New Thread
 
Old 01-06-2014, 08:40 AM
 
25,252 posts, read 14,340,799 times
Reputation: 5465

Advertisements

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...
Reply With Quote Quick reply to this message

 
Old 01-06-2014, 10:38 AM
 
Location: Northern VA
266 posts, read 412,319 times
Reputation: 202
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.
Reply With Quote Quick reply to this message
 
Old 01-06-2014, 02:58 PM
 
3,844 posts, read 3,804,740 times
Reputation: 3709
Nothing comes from the VA.
Nothing from VA needs to be reported.
Reply With Quote Quick reply to this message
 
Old 01-06-2014, 05:10 PM
 
25,252 posts, read 14,340,799 times
Reputation: 5465
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...
Reply With Quote Quick reply to this message
 
Old 01-07-2014, 04:56 AM
 
1,124 posts, read 1,092,965 times
Reputation: 1554
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.
Reply With Quote Quick reply to this message
 
Old 01-07-2014, 06:36 AM
 
3,844 posts, read 3,804,740 times
Reputation: 3709
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.
Reply With Quote Quick reply to this message
 
Old 01-07-2014, 06:46 AM
 
25,252 posts, read 14,340,799 times
Reputation: 5465
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...
Reply With Quote Quick reply to this message
 
Old 01-07-2014, 08:56 AM
 
Location: New Mexico U.S.A.
23,004 posts, read 35,228,605 times
Reputation: 26691
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...
Reply With Quote Quick reply to this message
 
Old 01-07-2014, 12:11 PM
 
Location: Northern VA
266 posts, read 412,319 times
Reputation: 202
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.
Reply With Quote Quick reply to this message
 
Old 01-07-2014, 12:27 PM
 
Location: Northern VA
266 posts, read 412,319 times
Reputation: 202
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
Reply With Quote Quick reply to this message
Please register to post and access all features of our very popular forum. It is free and quick. Over $68,000 in prizes has already been given out to active posters on our forum. Additional giveaways are planned.

Detailed information about all U.S. cities, counties, and zip codes on our site: City-data.com.


Reply
Please update this thread with any new information or opinions. This open thread is still read by thousands of people, so we encourage all additional points of view.

Quick Reply
Message:

Over $104,000 in prizes was already given out to active posters on our forum and additional giveaways are planned!

Go Back   City-Data Forum > General Forums > Military Life and Issues
Similar Threads

All times are GMT -6.

2005-2017, Advameg, Inc.

City-Data.com - Archive 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32 - Top