Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Military Income

Medical Separation Pay

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On November 1, 2013, Sergeant Robert Martin was medically separated from active duty military service. Robert was entitled to and received $12,000 in severance pay.

His 2013 Form W-2 showed after-taxes income of $8,640 ($12,000 minus withheld taxes of $3,360). Robert filed his 2013 tax return in March 2014 and received a $567 refund.

Beginning in 2014, Robert received a service pension in the amount of $1,000 per month.

In August 2014, 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?



Sergeant Martin.