Military Survivor Benefit Plan Tax Credit

Nonrefundable tax credit (code AA on TC-40A) for survivor benefits paid due to a service member's death on active duty, or a reserve member's service-connected death during inactive duty training.

State BenefitUtahTax Benefits

Verified September 30, 2026 against incometax.utah.gov

At a glance

Benefit type: Tax Benefits — Utah
Who it's for: Survivors
VA rating needed: No rating requirement
Where it applies: Utah
Last verified: September 30, 2026

What is Military Survivor Benefit Plan Tax Credit?

Military Survivor Benefit Plan Tax Credit is a Utah tax benefits benefit for survivors. Nonrefundable tax credit (code AA on TC-40A) for survivor benefits paid due to a service member's death on active duty, or a reserve member's service-connected death during inactive duty training.

Who qualifies

Survivors

Through veteran sponsor (any rating)
Utah residency

How to apply

Apply through the official Utah agency.

Open application

Who is eligible

Eligibility

A surviving spouse or dependent child (10 U.S.C. Sec 1447) of a deceased military member. Benefits must result from (1) the death of an armed forces or reserve member while on active duty, OR (2) the death of a reserve member from a service-connected cause during inactive duty training. Annuity must be included in federal AGI.

What Military Survivor Benefit Plan Tax Credit covers

Credit

Survivor benefits multiplied by 4.5%. Claimed as code AA on TC-40A (nonapportionable nonrefundable).

Important to know

Do not take this credit if the deceased service member was retired from the armed forces; instead, take the Military Retirement Credit (code AJ).

Verified information & sources

Last verified: September 30, 2026
Official source: incometax.utah.gov

Compiled and fact-checked against the official source linked above. Benefit rules and dollar amounts change over time — always confirm current details at the official source before applying. A county Veterans Service Officer (VSO) is a free, accredited advocate who can review your eligibility and help you file at no cost.

How VetUnlock verifies benefits

Frequently asked questions about Military Survivor Benefit Plan Tax Credit

Who qualifies for Military Survivor Benefit Plan Tax Credit?

Military Survivor Benefit Plan Tax Credit is for Survivors; Through veteran sponsor (any rating); utah residency. See the eligibility details on this page and confirm with the official source before applying.

How do I apply for Military Survivor Benefit Plan Tax Credit?

Apply through the official source linked on this page. A county Veterans Service Officer (VSO) can review your eligibility and help you file at no cost.

Where can I verify Military Survivor Benefit Plan Tax Credit?

Benefit rules and dollar amounts change, so always confirm current details at the official source linked on this page. A free, accredited county or state Veterans Service Officer (VSO) can also verify your eligibility and help you apply.