ncCPAp on the GO!

  • 1.  IRS Gross Income

    Gold Most Valuable Member
    Posted 07-03-2019 15:59
    ​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.

    Ruth Sattig Betz
    Farmingdale NY