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New Member
posted Apr 27, 2025 4:26:46 PM

i have no idea how much of my retirement pay was nontaxable for each year. It is always the amount after the health benefits plan charges were taken out. What should I do

It's never come up before and I have been retired 18 years so I don't have any idea and no way to find more than a couple of years.

0 2 2671
2 Replies
Level 15
Apr 27, 2025 5:33:02 PM

If you have no exclusion under the General Rule, then your pension is 100% taxable, which seems to have been the case for the last 18 years. See IRS Pub 939 for more information that may save you some income tax.

 

@opa21 

Level 15
Apr 27, 2025 6:50:32 PM

You will need to explain more.  Why do you think your income is tax exempt?  And why do you need to know your past information now?  

 

Social security is non-taxable if it is your only income, but is partly taxable if you have other income.  Clergy pensions can be excluded if they are a designated housing allowance.  Some states may give exemptions for retirement benefits.  But we need to know a lot more to understand your question.