Tax Help

Retirement Income Exemption from Taxation

1 min read

If you get money from a retirement plan, such as a pension, this program may help lower the amount of state income tax you pay or increase the amount of your refund. You may exclude part of your annual retirement income up to $6,000. Retirement income is money you receive from pensions and annuities.


How do I apply?

You can claim your exemption on your state income tax filing. However, if you are not sure if you qualify, please contact your local office to find out how to obtain your personal tax exemption.

Frequently Asked Questions

Can I get help from this program?

Get Help from a Benefits Enrollment Center

Start Enrollment or Ask Questions

A Benefits Enrollment Center (BEC) can offer you personal, one-on-one assistance as you navigate program eligibility and look to apply. With support from the National Council on Aging (NCOA), the BEC can help you apply for an enroll in all of the benefits you may be missing out on.

Green Path

Toll-Free: 1-800-794-6559

Website: support@benefitscheckup.org

Get Help from a Benefits Enrollment Center

Start Enrollment or Ask Questions

A Benefits Enrollment Center (BEC) can offer you personal, one-on-one assistance as you navigate program eligibility and look to apply. With support from the National Council on Aging (NCOA), the BEC can help you apply for an enroll in all of the benefits you may be missing out on.

Green Path

Toll-Free: 1-800-794-6559

Website: support@benefitscheckup.org

See What Key Benefits Programs You May Qualify For

BenefitsCheckUp can help you assess whether you can get help from programs before you apply. Answer questions anonymously to find out if you may be eligible for key benefits programs, including the Supplemental Nutrition Assistance Program (SNAP), Medicare Savings Programs, Medicaid, Medicare Part D Low Income Subsidy (LIS) - Extra Help, among others.