Utah Military Survivor Annuity Income Tax Credit

Utah State Tax Commission

Tax credit equal to 4.55 percent of your federally taxable survivor annuity

You can claim a Utah income tax credit on a Survivor Benefit Plan, Reserve Component Survivor Benefit Plan or Retired Serviceman’s Family Protection Plan annuity that is included in your federal adjusted gross income. The credit is your federally taxable annuity multiplied by 0.0455, which is 4.55 percent.

Check eligibility

How to apply

There is nothing to file in advance. Claim the credit on your Utah individual income tax return when you file.

What you'll need

Your Form 1099-R showing the annuity payments.

Eligibility

You file a Utah individual income tax return
You receive a Survivor Benefit Plan, Reserve Component Survivor Benefit Plan or Retired Serviceman’s Family Protection Plan annuity that is included in your federal adjusted gross income

Source

Official source

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