Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jan 25, 2026 8:46:08 AM

Is SBP considered a qualifying plan?

Is Survivors Benefit Plan considered a Qualified plan?

0 1 400
1 Replies
Employee Tax Expert
Jan 25, 2026 9:53:11 AM

Military Survivor plans are not considered Qualified plans. They are more closely regarded as an annuity.

 

Because they are administered by the Department of Defense, they are not classified as "qualified" (like a 401(k) or 403(b)).

 

While SBP premiums are paid with pre-tax dollars, the resulting annuity income received by the beneficiary is generally taxable.