Michigan Income Tax Exemption for Military Survivor Benefit…

Michigan Income Tax Exemption for Military Survivor Benefit Plan Annuities

Michigan Department of Treasury

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

Survivor annuities paid to the surviving spouse of a retired service member are exempt from Michigan individual income tax. This 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 Michigan return.

What you'll need

Your Form 1099-R showing the annuity payments.

Eligibility

You are a Michigan resident filing a Michigan individual income tax return
You are the surviving spouse of a retired service member
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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