Case Study 2: Disability Pay
On November 1, 2016, Sergeant Robert Martin was medically separated from active duty military service.
Beginning in 2017, Robert received a service pension in the amount of $1,000 per month.
In August 2017, 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?