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5 Tips to File Taxes if Claiming Disability

iStock_000056301746_SmallFeeling confused over navigating tax worksheets? If you’re on disability, you may be eligible for additional tax credits. Here are a few tax filing tips:

1. Know which credits are available.

As someone who is disabled, you may qualify for tax deductions, income exclusions and/or credits, according to the IRS, particularly if:

  • You are an employee and have a physical or mental disability that functionally limits your employment
  • You are older than 65
  • You are younger than 65 but retired on permanent and total disability
  • You have medical expenses including the costs of: diagnosis, cure, mitigation, treatment or prevention of the disease that caused your disability, treatment of the disease’s effect on any part or function of the body
  • You are a veteran
  • You attended a medical conference concerning a chronic illness

 

As a parent of a child with a disability, you may quality for tax exemptions, deductions and/or credits, according to the IRS, particularly if:

  • The child cannot engage in any substantial gainful activity because of a physical or mental condition
  • A doctor determines the condition has lasted or can be expected to last continuously for at least a year or can lead to death
  • The child works at a Sheltered Workshop
  • You adopted a child with special needs
  • You pay someone to come to your home and care for your child because the child is unable to care for himself / herself due to physical or mental challenges
  • You attended a medical conference concerning a chronic illness

2. Receive help from the Volunteer Income Tax Assistance Program (VITA).

VITA provides free assistance to persons with disabilities. To schedule an appointment in the York region, call 717-854-2244. To schedule an appointment in the Lancaster region, call 717-291-5462. VITA is offered at:

3. Bring essential documents.

If using the VITA Program or heading to a tax preparer, bring with you:

  • All W-2 forms and 1099 forms
  • Information for other income
  • Information for all deductions/credits
  • A copy of last year’s tax return
  • Proof of account for direct deposit of refund
  • For married filing jointly, both spouses must be present
  • Social Security cards or Individual Taxpayer Identification notices/cards for you, your spouse and dependents (if applicable)
  • Proof of identification for yourself and your spouse (if applicable)
  • Total paid to day care provider and their tax ID number
  • Birth dates for you, spouse and dependents (if applicable) on the return
  • Proof of foreign status if applying for Individual Taxpayer Identification Number
  • Forms 1095-A, B or C (Affordable Health Care Statements)
  • For prior year or returns, copies of income transcripts from IRS (and state, if applicable)

4. If filing veterans disability claims, bring with you the above documents and:

5. Use free filing software.

You can prepare taxes yourself for free using IRS filing software for income below $60,000.

If you are not currently on disability but think you are eligible, contact our personal injury attorneys at KBG Injury Law. We’re working to get the Results You Deserve®.

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