State Benefit·Kentucky·🏛️Tax Benefits

Military Retirement Pay Income Tax Exclusion

Up to $31,110 per year of pension/retirement income (including military retirement pay) excluded from Kentucky state income tax; military retirees with pensions exceeding $31,110 may exclude additional amounts via Schedule P based on pre/post-1998 service.

Verified May 12, 2026againstrevenue.ky.gov

Who qualifies

Veterans
  • Available to any veteran
  • Kentucky residency

How to apply

Up to $31,110 income exclusion (general pension exclusion; more available via Schedule P)

Apply through the official Kentucky agency.

Open application

Details

Eligibility

All Kentucky taxpayers receiving pension or retirement income (including military retirement). The $31,110 exclusion is a general pension/retirement income exclusion that applies to all retirement income — not just military.

For military retirees

Retired before January 1, 1998: 100% of military retirement pay is excluded. Retired after December 31, 1997: may exclude up to $31,110 per year (this is the general exclusion, shared with other retirement income). Service spanning both periods: may use Kentucky Schedule P to exclude additional amounts above $31,110 based on years of service before/after the 1998 cutoff.

Kentucky's flat income tax rate is 3.5% for tax year 2026 (reduced from 4% via HB 1). At 3.5%, the maximum tax savings is approximately $1,089/year for post-1997 retirees with no other retirement income.

How to apply

Claimed on Kentucky income tax return; use Schedule P if service spans the 1998 cutoff or if military retirement exceeds $31,110.

Always confirm current rates and rules with the Kentucky state agency before applying.

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