Tax Planning for Retirees

U.S. Military Retirement and Disability Benefits

  • § 14.01 Overview of Taxation of Military Benefits
  • —–[1] Taxation of Retired Pay and Survivor Benefits
  • —–[2] Taxation of Disability Pay
  • —–[3] Distributions from the Thrift Savings Plan
  • § 14.02 Military Retired Pay and Survivor Benefits
  • —–[1] Taxation of Retired Pay and Survivor Benefits
  • —–[2] Treatment of Coverage Outlays
  • —–[3] Income Tax Withholding from Military Retired Pay
  • § 14.03 Military Disability Benefits
  • —–[1] Calculation of Military Disability Benefits
  • —–[2] Taxability of Disability Pay Received from a Branch of the U.S. Military
  • —–[3] Disability Payments from the Department of Veterans Affairs
  • —–[4] Refund of Costs of Survivor Benefit Coverage Due to VA Disability Offset
  • —–[5] Coverage Outlays Not Recoverable Against Nontaxable Disability Benefits
  • —–[6] Reduced Military Retired Pay During Civilian Government Employment
  • § 14.04 The Thrift Savings Plan (TSP)
  • § 14.05 National Guardsmen or Reservists Dying or Injured on Active Duty
  • § 14.06 Estate or Gift Tax Imposed on Survivor Benefits

» Chapter 15 – EMPLOYER-PROVIDED INSURANCE, ETC.