oregon tax retirement income credit - household income does my military retirement income get intered on the veterans and military benifits line

Forum|Forum|6 years ago
February 5, 2020
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DaveF1006

Yes for the Retirement Income Credit you must include all income sources, taxable or not.

Household income generally includes all income (both taxable and nontaxable) each spouse received during the year. Household income includes gross income reduced by adjustments as reported in your federal AGI thus that income should be included in the "Veterans and Military Benefits" section.

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klongie

I did enter the amount of my Military retirement sum, but "Based on the information provided, you are not eligible for the Retirement Income Credit." What are the criteria that disallowed this?

MAK70

Household income generally includes most types of income, both taxable and nontaxable, that each spouse receives during the year. This includes such things as veteran’s benefits and disability pay, but it doesn’t include Social Security or Tier 1 Railroad Retirement Board benefits.

@klongie

Lpinn2

Greetings - I served active duty (AD) from 1/1971 to 2/92 (241 months). None of that AD was served in Oregon. I plan on moving to Oregon but concern w their taxes on such benefits. Does all, part or none of that federal benefit get taxed in Oregon? And Why please? Thank you.