Question

I am unsure of my disability tax credit eligibility. I receive a disability pension from Veterans Affairs (VA). Am I considered disabled for tax purposes?

Answer

Regarding disability tax credit eligibility and determining if you are disabled for tax purposes, the definition of disabled depends on the credit or exception. However, you’re usually considered disabled for tax purposes if either of these applies:

  • You’re unable to engage in any gainful activity due to physical or mental impairment.
  • Your impairment is expected to result in death or last for a long or indefinite period.

Provide proof of the disability with a physician’s statement on one of these:

  • Form 1040, Schedule R
  • Form 1040A, Schedule 3

These don’t have to be filed, but you should keep them for your records related to disability tax credit eligibility.

Related Topics

Related Resources

What’s the Difference? Enrolled Agent vs. CPA

What’s the difference between an enrolled agent (EA) vs. a certified public accountant (CPA)? Explore the roles of EAs and CPAs at H&R Block.

What Is an Enrolled Agent or EA?

What does it mean to be an enrolled agent? Learn more about the roles and requirements of enrolled agent (EA) tax preparers at H&R Block.

529 Tax Deductions & End-of-Year Savings Options

As end-of-year approaches, taxes owed can become a major headache. Plan ahead by considering 529 Tax Deductions and other end-of-year savings options.

First Time International Taxpayer | H&R Block

Get a better understanding of taxes for immigrants, expats and green card holders. This guide helps answer basic questions about special filing circumstances.