Medically Retired? When do we get W-2/1099R?

SFC Mark Merino — Thu, 19 Feb 2015 22:38:12 -0500

My brain housing group isn't what it used to be. MyPay doesn't list any W-2's or 1099R's yet. Are they out yet or am I lost in the sauce?

Response by CSM Private RallyPoint Member made Feb 19 at 2015 10:42 PM

CSM Private RallyPoint Member — Thu, 19 Feb 2015 22:42:23 -0500

We won't get a 1099 or W2 is my understanding. My paperwork each month shows my earnings do not have taxes withheld due to my disability status and I am not subject to withholdings. I did some research on line and everything I found said we will not get a W-2 or 1099.

Anything I get from the Army and the VA is tax exempt and I don't have to claim any as income.

I do have to claim my SSDI as income and pay taxes on it.

Response by SFC Private RallyPoint Member made Feb 19 at 2015 10:44 PM

SFC Private RallyPoint Member — Thu, 19 Feb 2015 22:44:06 -0500

All W-2's were out on MyPay by 31 Jan.

Response by SMSgt Judy Hickman made Feb 19 at 2015 11:09 PM

SMSgt Judy Hickman — Thu, 19 Feb 2015 23:09:30 -0500

If you are receiving disability from the VA it is non taxable and therefore you do not have any taxable income and no W-2.

My husband receives VA Disability, so we deal with this every year during the tax season. Even though he has an income, its non taxable. We make jokes about his lack of income this with the accountant , but he is quick to remind me he makes money its just non taxable :).

Social Security is different, there is a long drawn out formula to determine if any of the money you receive from them is taxable, but you should get a SSA 1099 with the instructions (math) to figure out if you have to pay taxes on SSA.

Response by SSG Sean Garcia made Feb 19 at 2015 11:17 PM

SSG Sean Garcia — Thu, 19 Feb 2015 23:17:37 -0500

I don't think we get any either. I've also looked at Mypay and haven't seen anything.
I'm assuming since my disability is tax free that I don't get anything from the VA either? This is something that isn't mentioned before one medically retires. Good question

Response by SSG Shidava Tillman made Feb 3 at 2017 1:05 PM

SSG Shidava Tillman — Fri, 03 Feb 2017 13:05:09 -0500

This forum really helped me being this is my first year in this predicament I did not know what I had to do. So from my understanding I don't have to do anything for taxes.