How to File Taxes for Disabled Veterans

by Kayla Lowe ; Updated July 27, 2017

Filing taxes can be confusing if you’re a disabled veteran. Disabled veterans receive either disability compensation or a disability pension from the United States Department of Veterans Affairs (VA), and those benefits are considered nontaxable income -- so disabled veterans don’t have to file taxes if their VA disability benefits are their only source of income. Sometimes it is beneficial for a disabled veteran to file, though, so they can receive stimulus payments and other credits for which they qualify. These steps assume you are the disabled veteran.

Step 1

Determine your filing status (single, married filing jointly, and so on).

Step 2

Declare your exemptions. Write your dependents’ names, Social Security numbers and relationship to you on the following lines.

Step 3

Declare your income and adjusted gross income as “0” if your only source of income is your VA disability benefits, since those benefits are nontaxable. If you have other sources of income (wages, business earnings and so on), place the figures representing those income sources on the corresponding lines.

Step 4

Place your spouse’s income on the appropriate lines if you are married filing jointly and your spouse has earned income.

Step 5

Claim any tax credits for which you are eligible. Then list any payments you have already made in the next section.

Step 6

Determine if you have a refund by subtracting your taxes withheld, estimated tax payments and earned income credit from your tax liability.

Tips

  • Check your state and local tax laws: You may qualify for credits such as heat credits for wintertime and other credits or payments if you file a tax return even though you don’t have to file.

Warnings

  • Never falsify information on your tax return, because you can be prosecuted if you do.

About the Author

Kayla Lowe has been a freelance writer since 2008. She writes for various online publications and is also the author of the book "Maiden's Blush," a Christian-fiction romance novel. Lowe is pursuing a degree in elementary education.