Questions & Answers

How do I calculate my excludable Reserves or National Guard retirement income?

Determine the percentage of your military retirement income which is excludable by dividing the length of time you served in the Reserves and/or National Guard (not full time) by the length of time of your total military service as follows:

Inactive Reserve time + Inactive National Guard time = Exclusion Percent
Total Military time (Active and Inactive)

Determine the excludable amount of your military retirement income by multiplying it by the percentage of exclusion as follows:
Exclusion Percent X Total taxable military retirement income shown on federal return = Excludable military retirement income

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