New York State Tax Exemption for Military Survivor Benefit…

New York State Tax Exemption for Military Survivor Benefit Plan Annuities

New York State Department of Taxation and Finance

Full exemption from New York 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 not taxed in New York.

Check eligibility

How to apply

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

What you'll need

Your Form 1099-R showing the annuity payments.

Eligibility

You file a New York State 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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