Case Study 2: Disability PayOn November 1, 2025, Sergeant Robert Martin was medically separated from active duty military service. Beginning in 2026, Robert received a service pension in the amount of $1,000 per month. In August 2026, Robert received his VA determination letter, which showed he was entitled to a disability pension of 80% from the date of his discharge. Does Robert need to file Form 1040X, Amended U.S. Individual Income Tax Return?
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