How can I submit "valid" proof of a retroactive determination of disability to the IRS?

MSgt Michael Durkee — Fri, 25 Sep 2015 08:46:02 -0400

My retroactive determination from the VA stretches back to the end of 2013, I had submitted a 1040X to adjust the taxable income on my Retirement. My initial request to DFAS was to have an adjusted 1099R to show that my entire Retirement was being taxed - they don't do that. The direction I received from DFAS was to submit the 1040X with all VA documentation I may have. The only documentation I had was the determination letter that specifically said the retroactive dates.

Well, apparently, that isn't enough for the IRS because I received a letter requesting more "proof". Has anyone else experienced this? How am I supposed to come up with anything more detailed that what I already sent?

Response by CPL David Salazar made Sep 25 at 2015 8:51 AM

CPL David Salazar — Fri, 25 Sep 2015 08:51:47 -0400

The only thing I can think of is to go into ebenefits. There are different benefit verification letters available for you to download and print.

Response by Sgt Aaron Kennedy, MS made Sep 25 at 2015 8:55 AM

Sgt Aaron Kennedy, MS — Fri, 25 Sep 2015 08:55:59 -0400

Call the IRS hotline, and ask what forms they consider valid "proof."

I know this sounds crazy, but the IRS hotline is actually filled with helpful people, when something is messed up. About 5-10 years ago, I had a return get messed up through no fault of my own (they returned half the amount). I called them up, they pulled my file and said "WTF?" and started the process of fixing it over the phone. Took 3 months to get it (which they explained at the outset), but the process was simple and painless.

Response by SSgt David Howard made Feb 16 at 2016 11:56 PM

SSgt David Howard — Tue, 16 Feb 2016 23:56:35 -0500

Your First step is how many years of service did you Have? IF over 20, then you are entitled to Both Military and VD Pay! However, what was the VA Rating: IF 50 % to 80% or more then Retire from the Military on a Medical ! (Money not taxable) Also the question of CRSC and if so, another 40 to 60%

Response by SSgt David Howard made Feb 16 at 2016 11:59 PM

SSgt David Howard — Tue, 16 Feb 2016 23:59:27 -0500

for the IRS, you need to create a 1040X for each year in Question! So, you have to go back to DFAS, and have them recalculate the pay per year!