Questions & Answers

What are the requirements to claim the Local and State Retirement Benefits subtraction?

To qualify for the Local and State Retirement Benefits subtraction, you must meet the following requirements:

  • You were retired from the system before January 1, 1964, or
  • You were a member of the system as of December 31, 1963, retiring at a later date and payments you receive are from an account established before 1964, or
  • You are receiving payments from the system as the beneficiary of an individual who met either of the above conditions.
  • Your retirement payments are from one of the following retirement systems:
    • Milwaukee City Employees
    • Milwaukee City Police Officers
    • Milwaukee Fire Fighters
    • Milwaukee Public School Teachers
    • Milwaukee County Employees
    • Milwaukee Sheriff
    • Wisconsin State Teachers

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