Massachusetts Income Tax Exemption for Military Survivor Be…

Massachusetts Income Tax Exemption for Military Survivor Benefit Plan Annuities

Massachusetts Department of Revenue

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

Survivor pensions paid to a surviving spouse are not taxed in Massachusetts. That covers the Survivor Benefit Plan, the Reserve Component Survivor Benefit Plan and the Retired Serviceman’s Family Protection Plan.

Check eligibility

How to apply

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

What you'll need

Your Form 1099-R showing the annuity payments.

Eligibility

You are a Massachusetts resident filing a Massachusetts 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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