Tax Help
Pension Exclusion
1 min read

If you get money from a retirement plan, such as a pension, this program helps you get an income tax exemption. This will help lower the amount of income tax you pay or increase the amount of your refund.

The exemption applies to several forms of retirement income, including taxable pensions, IRA withdrawals, or annuities. The amount of retirement income you can exempt depends on your filing status and other circumstances.

How do I apply?

Please contact your local state division of taxation office to find out how to apply.

Frequently Asked Questions

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. 

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