Re: ? Re Roth IRA Eligibility and Disability Income

"Margaret Wilson" <twokatmew@xxxxxxxxxxxxxxxxxxxxxx> wrote:

> Anyway, is my disability income considered a pension? I don't mean to be
> a dunce, but my employer has no "pension" per se. All we have is our 403b
> accounts, which is probably why they match at 200%. My not having
> entertained the possibility that my disability income might be considered
> to be a pension, is why it never occurred to me that the income should be
> reported on line 16. That's why I was thinking it should go on line
> 21....

Definitely not line 21. See the 1040 instructions for lines 7 and 16.

> And that brings me to another question. My software asks if I were
> "totally and permanently disabled for any part of 2005." It's my
> understanding that how I answer this question determines whether that
> "Taxpayer was disabled" box under "disability status" gets checked.

Ignore it for the time being. That doesn't go on the return, it just feeds
the software. Off the top of my head, the only place I can think of that it
would be useful to the software would be for the Schedule R credit, which
you already know you don't qualify for, or if you took IRA or 403(b)
distributions, which it sounds like you didn't.
--
Phil Marti
Clarksburg, MD


.

Relevant Pages

  • Re: ? Re Roth IRA Eligibility and Disability Income
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  • Re: ? Re Roth IRA Eligibility and Disability Income
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  • Re: ? Re Roth IRA Eligibility and Disability Income
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  • Re: ? Re Roth IRA Eligibility and Disability Income
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