Recent content by rjham

Thanks Warrior644. Those are indeed the statements on my retirement orders. Best, Ted

Matt, Great lay down. Thank you for taking the time to craft your response. This is what I pieced together but until now couldn’t get anyone to validate my understanding. Oregon taxes only what the federal government taxes when it comes to disability. I will update this board with any future...

Concur - neither can take you above what you would have recd based on LOS. The difference though is that CRDP takes the tax status of the funds it is restoring. If the military disability retirement is not taxable the CRDP is not taxable.

Ron and Matt, Thanks for your interest and assistance. The confusion lies within all the variables. My retirement falls under 26 USC 104 per my retirement orders. My military disability retirement is 90% (capped at 75%) and my length of service percentage is roughly 58%. My V1/V3 disability...

Thanks RonG. I appreciate the breakdown. If I follow your example correctly, the $3900 from the VA is tax-exempt, the $2580 DOD residual disability retirement is tax-exempt, and the $2397 CRSC is tax exempt. This would make the entire annuity tax-exempt, provided the percentage of approved...

That's a great question. If my disability pension is taxed, I would apply for CSRC. If its not taxable, I would best benefit from CDRP. I pasted an excerpt from dfas.mil - I am PDRL, combat related, 90% Military percentage (not VA), how do I not fit into the conditions listed in the...

Thanks tony292. I am attempting to reconcile your comment with the information provided by DFAS: ********** TDRL/PDRL Exemption: If you retired under a disability law (Temporary Disability Retirement List or Permanent Disability Retirement List), your retired pay will be fully non-taxable if...

Hello - First time caller - long time fan. Can someone please help me understand whether or not my military disability retirement will be taxable? Details are below: 23+ years active service Information from retirement orders: Military percentage of disability = 90% VA Disability = 100%...