Indiana Income Tax Exemption for Military Survivor Annuities

Indiana Department of Revenue

Full exemption from Indiana income tax on SBP, RCSBP and RSFPP annuities

Survivor Benefit Plan, Reserve Component Survivor Benefit Plan and Retired Serviceman’s Family Protection Plan annuities are exempt from Indiana income tax.

Check eligibility

How to apply

There is nothing to apply for. Leave the annuity payments out of the income you report on your Indiana return.

What you'll need

Your Form 1099-R showing the annuity payments.

Eligibility

You are an Indiana resident filing an Indiana income tax return
You receive a Survivor Benefit Plan, Reserve Component Survivor Benefit Plan or Retired Serviceman’s Family Protection Plan annuity

Source

Official source

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