I am retired military receiving monthly military pension. Am I qualified for the Military Pension Exclusion for the CA 20K?

boogiesurf · ‎March 10, 2026

Am I qualified for the California tax break of $20,000?

MinhT1 · ‎March 10, 2026

Yes.

The CA Franchise board says in this document:

For taxable years beginning on or after January 1, 2025, and before January 1, 2030, California allows qualified taxpayers to exclude from gross income up to $20,000 of retirement pay from the federal government for service in the uniformed services or annuity payments received pursuant to a U.S. Defense Department Survivor Benefit Plan.

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View solution in original post

MinhT1 · ‎March 10, 2026

Yes.

The CA Franchise board says in this document:

For taxable years beginning on or after January 1, 2025, and before January 1, 2030, California allows qualified taxpayers to exclude from gross income up to $20,000 of retirement pay from the federal government for service in the uniformed services or annuity payments received pursuant to a U.S. Defense Department Survivor Benefit Plan.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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I am retired military receiving monthly military pension. Am I qualified for the Military Pension Exclusion for the CA 20K?