Legal Settlement - Taxable vs. Nontaxable
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The taxability of any settlement or judgment depends on what the payment is intended to replace; its character mirrors the nature of the underlying claim. Items treated as ordinary income generally include:
  • Interest paid on an award or settlement.
  • Payments for lost wages or lost business income, in most situations.
  • Punitive damages, even when connected to a physical injury or physical illness claim.
  • Settlement amounts for pension rights when the taxpayer did not pay into the plan.
  • Damages relating to business or contract matters, such as:
    • Patent or copyright violations,
    • Breach of contract claims,
    • Disruption or interference with business activities.
  • Back pay and emotional-distress damages tied to claims under Title VII of the Civil Rights Act of 1964. Back pay is taxable; emotional-distress damages are taxable unless they are directly related to physical injury.
  • Attorney fees and litigation costs (including contingent fees) when the associated recovery must be included in gross income.
  • Attorney fees are connected to whistleblower awards when the underlying award is taxable.

NOTE: Payments intended to compensate for personal physical injuries or physical illness, whether they are paid all at once or over a longer time, are not included in income.

See Form 1040 - Other Income FAQ for more information about entering other income. 

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