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:
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:
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: