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

Military Income Workout

Medical Separation Pay

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?

Sergeant Martin.