Exclusion Amount field on Hawaii State Tax Return for the nontaxable portion of the pension distribution

I received a 1099 R from my employer pension plan. My understanding is that Hawaii does not tax employer funded pension. Do I enter the entire pension distribution plan as the exclusion amount on my Hawaii return?

1226

Expert Alumni

Mar 7, 2024 5:38:08 PM

Yes. An employer funded pension for past services is exempt. You can exclude the full amount.

Reference:

Taxation of Pensions Under the Hawaii Net Income Tax

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Exclusion Amount field on Hawaii State Tax Return for the nontaxable portion of the pension distribution