topic Re: Pension exclusion for Delaware in Retirement tax questions

Pension exclusion for Delaware

smbagshaw — Tue, 24 Feb 2026 08:01:01 GMT

My husband and I are both over 60. He has a pension over $12,500 and and gets the pension exclusion for Delaware. I do not have a pension. If I do an IRA withdrawal of at least 12,500 from my IRA, do I get the Delaware $12,500 exclusion, too?

Re: Pension exclusion for Delaware

Anonymous_ — Tue, 21 Nov 2023 15:00:13 GMT

I will page @dmertz, but you might have to contact Support.

How do I contact TurboTax? (intuit.com)

Re: Pension exclusion for Delaware

TomD8 — Tue, 21 Nov 2023 15:10:55 GMT

Yes, IRA distributions do qualify for the DE exclusion, as long as you are age 60 or over.

"Eligible retirement income includes dividends, interest, capital gains, net rental income from real property and qualified retirement plans (IRS Sec. 4974), such as IRA, 401 (K), and Keough plans, and government deferred compensation plans (IRS Sec. 457)."

https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/

Re: Pension exclusion for Delaware

smbagshaw — Tue, 21 Nov 2023 15:58:47 GMT

Thank you for the quick and complete explanation!

Re: Pension exclusion for Delaware

Gow212 — Mon, 27 Jan 2025 22:46:07 GMT

Does Turbo Tax account for the 12,500 pension exclusion in Delaware automatically?

Re: Pension exclusion for Delaware

ThomasM125 — Mon, 27 Jan 2025 23:01:07 GMT

Yes, your pension exclusion will automatically be transferred to the Delaware return. You will see a screen where it is listed and you will be given an opportunity to adjust it if necessary.

@Gow212