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opa21
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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.
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2 Replies

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

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 

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

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. 

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