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Tax Law (Questions About Taxes)/Soc Sec Disability - Followup


Mr Stancil,

I am sorry to be so persistent, but just one more question.  

I know that the combination of my Soc Sec income PLUS any other income is used for the equation.  In addition to getting SS I am  getting a retirement pension from my employer, but it already has Federal taxes withheld.

So with that in mind, is my earlier assumption correct?

I am sorry if I am being a pain.  

Thanks so much for your help.  


No, you are not correct.  The pension may have had taxes withheld, but it (along with the withheld taxes) is still reportable on your 1040.  The pension is taxable income that is fully included in the calculation to determine the taxability of your social security.

The pension is treated like W-2 earnings. Show the income and the withholding on your return.

John Stancil, CPA

Tax Law (Questions About Taxes)

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John Stancil, CPA


I can answer questions on personal income taxes, partnerships, and some corporate income taxes. I can deal with some state tax questions. Limited gift and estate tax questions. I am also familiar with ministerial and church tax reporting issues. I am Professor Emeritus at Florida Southern College. Sales taxes and property taxes are state and local issues so I am not likely be be able to give you an in depth answer on those types of taxes. I have maintained a CPA practice, specializing in tax, for over 35 years. I am a member of the National Association of Tax Professionals, The Florida Insititute of CPA's, The NCPE Fellowship. In addition I am a Certified Mentor for SCORE. Visit my website at I also offer seminars and consultations to churches and clergy on their tax issues at Also visit my blog, I am listed on Tax Connections at Prepare and file your own taxes at


I hold a doctorate in Accounting, and am a CPA. My certifications of CIA, CFM, and CMA are inactive. I passed all certification examinations on the first attempt, and received honorable mention for my scores on the CIA exam. I have operated a CPA firm for over 37 years and have taught accounting and tax at the college level for over 35 years.

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The CPA Journal, Florida CPA Today, Green Consumer, Green Business, Global Sustainability as a Business Imperative, Palmetto Review, NATP TaxPro Quarterly, Mustang Journal of Finance and Accounting.

DBA University of Memphis MBA University of Georgia BS in Accounting Mars Hill University

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