2. Tax Topics‎ > ‎

Disability Income

Subject: ACTION: Volunteer Tax Alert (VTA) 2014-02_Disability Income


Background:  Volunteer Tax Alert 2014-02, Disability Income, explains how to report disability 

payments reported on Form 1099-R for a taxpayer that is retired on disability and has not 

reached the minimum retirement age.  Click here to access the alert on irs.gov.  

Click here to access the alert on The Point. This alert will also be posted to the TaxWise 

Solution Center. 




Message for SPEC partners:  Please share this message with your volunteers. Volunteers may 

access the alert on irs.gov by clicking here. This alert will also be posted to the TaxWise 

Solution Center. Please contact your local SPEC Relationship Manager if you have questions 

concerning the alert.



Robin Taylor

Chief; Oversight, Products & Quality

IRS Stakeholder Partnerships, Education & Communication