How to Report Disability Income in Your Tax Return

How to Report Disability Income in Your Tax Return
Your age determines the method to reporting your disability income.

Step 1

Visit the IRS website and obtain a copy of the tax form that best suits your tax situation. Forms include 1040-A for simple tax returns, 1040 for those who own a business or itemize deductions and Form 1040-NR for non-U.S. residents.

Step 2

Refer to Form 1099-R, Box 2a, for the amount of disability income received during the tax year. Determine whether the disability received was before reaching the minimum retirement age or after. Your employer predetermines this age.

Step 3

Enter the amount from Box 2a into line 7 of Form 1040-A or Form 1040 if the amount was received before reaching the minimum retirement age. Report the amount from Box 2a on line 12a and 12b of Form 1040-A , or on line 16a and 16b of Form 1040 if the amount was received after reaching the minimum retirement age.