ncCPAp on the GO!

  • 1.  IRS Gross Income

    Gold Most Valuable Member
    Posted 16 days ago
    ​I have a new client who receives a disability pension of $31,000 and Social Security disability.  The 1099-R indicates that none of the disability pension is taxable.  He has no other income that would require him to file a tax return, so the gross income reported on Form 1040 would be zero.  Does he have to file a Federal tax return?  The IRS is sending him notices indicating the disability pension is taxable, even though the IRS Wage & Transcript report shows taxable income for that 1099-R is zero.

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    Ruth Sattig Betz
    RUTH A. SATTIG BETZ, CPA
    Farmingdale NY
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