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Do I qualify to exclude my disability income from my Iowa taxable income?

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Question
Do I qualify to exclude my disability income from my Iowa taxable income?

Answer

Disability income exclusion

You may exclude from Iowa tax a portion of the disability pay you received in 2018 if you meet ALL of the following conditions:

  • You received disability pay, and

  • You were not yet 65 when your tax year ended, and

  • You retired on disability and were totally and permanently disabled when you retired, and

  • On January 1, 2018 , you had not yet reached the age when your employer's retirement program would have required you to retire.

If you meet all of these conditions, obtain form IA 2440 (pdf). You MUST complete form IA 2440 to take this exclusion. A doctor's statement must accompany each year's return attesting to the taxpayer's complete and permanent disability.


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Article Details
Views: 1089 Created on: Jun 15, 2013
Date updated: Dec 17, 2018
Posted in: States, Iowa

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