wmer24
New Member

Part of my CalPERS pension comes from service as a public safety employee and part from non public safety employee status

 
ToddL
New Member

Retirement tax questions

Approximately how much is the annual total amount received, and what portion is attributable to work as a PSE?
wmer24
New Member

Retirement tax questions

3 months public service employee out of a total of 30 years.
ToddL
New Member

Retirement tax questions

If only 3 months of your 30 yrs of CALPERS service was as a Public Safety Officer, you wouldn't be able to claim the Public Safety Officer exclusion.

"Retired Public Safety Officers, or PSOs, can exclude up to $3,000 of their retirement income, if the money was used towards health or long-term care insurance premiums."