Washington, D.C. Income Tax Exclusion for Military Survivor…

Washington, D.C. Income Tax Exclusion for Military Survivor Benefit Plan Annuities

Washington, D.C. Office of Tax and Revenue

Full exclusion of SBP, RCSBP and RSFPP annuities from District gross income at 62 and over

Survivor Benefit Plan, Reserve Component Survivor Benefit Plan and Retired Serviceman’s Family Protection Plan annuities are left out of your District gross income once you are 62 or older.

Check eligibility

How to apply

There is nothing to apply for. For any year in which you are 62 or older, leave the annuity payments out of the income you report on your District return.

What you'll need

Your Form 1099-R showing the annuity payments, and proof of your date of birth.

Eligibility

You file a Washington, D.C. income tax return
You receive a Survivor Benefit Plan, Reserve Component Survivor Benefit Plan or Retired Serviceman’s Family Protection Plan annuity
You are 62 years of age or older

Source

Official source

TurboVets is a privately owned company and is not affiliated with, endorsed by, or sponsored by the United States Department of Defense (Department of War) or any branch of the U.S. Armed Forces. References to military service, veterans, the Department of Defense (Department of War), or related organizations are made for informational purposes only. Any military seals, insignia, logos, or emblems appearing on this website are used in a descriptive or illustrative manner and do not constitute official endorsement, authorization, or approval. All such seals, insignia, logos, and emblems remain the property of their respective owners