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The public pension exemption is calculated on Missouri Form MO-A, Part 3 (Section A). It applies to any federal, state, or local pensions (not just Military Retirees and/or Missouri State Employee Retirees). Taxpayers with income exceeding the limits below may qualify for a partial credit. The program will calculate this deduction if you qualify.

The income limits for the public pension exemption are:

  • $85,000 for single, head of household, married filing separate, or qualifying widower
  • $100,000 for married filing combined

The private pension exemption is calculated on Missouri Form MO-A, Part 3 (Section B). It applies to all annuities, pensions, IRAs, and 401(k) plans funded by a private source. The program will calculate this deduction if you qualify.

The income limits for the private pension exemption are:

  • $25,000 for single, head of household, or qualifying widow(er)
  • $32,000 for married filing combined
  • $16,000 for married filing separate.

For more information see the Pension Exemption Eligibility Chart and the Instructions for Form MO-A.

To enter or review the applicable information in your return:

  1. From within your TaxACT return (Online or Desktop) click on the State Q&A tab
  2. Click Missouri directly below the blue tabs
  3. Click Additions/Subtractions to expand the category, then click Pension and Social Security/Social Security Disability Exemption
  4. The program will proceed with the interview questions for you to enter the appropriate information

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