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March 13, 2024
Question

exclusion for a service-connected disability How does this work

  • March 13, 2024
  • 1 reply
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 If you receive a disability pension based on years of service, in most cases you must include it in your income. However, if the pension qualifies for the exclusion for a service-connected disability (discussed earlier), don't include in income the part of your pension that you would have received if the pension had been based on a percentage of disability. You must include the rest of your pension in your income.

 

How do I claim this exclusion.

    1 reply

    DawnC
    Employee
    March 13, 2024

    Just enter your 1099-R.  TurboTax will ask you all the necessary questions to take any exemption you qualify for.   Where do I enter my 1099-R?

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