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Military Retirement — Excluded in Full

All military retirement pay is excluded from Iowa income tax — since 2014, survivor benefits included, for residents and nonresidents alike.

Verified August 19, 2026

What this benefit is

All military retirement pay is excluded from Iowa income tax — since 2014, survivor benefits included, for residents and nonresidents alike.

What it's worth: The whole of your military retirement pay, excluded

  • The saving is your marginal state rate on the amount excluded, so it depends on your bracket.

Who is entitled to it

  • You receive military retired pay.
  • Your home is in this state.

Not sure whether that describes you?

Answer a few questions about this benefit specifically — we only ask what this one actually depends on, and we stop as soon as we know.

How to claim it

Deadline: With your return
  1. 1Exclude the full amount on the Iowa return — the exclusion has applied since tax year 2014.
  2. 2Survivor benefits under 10 U.S.C. 1447 are covered too.
  3. 3The exclusion does not count toward Iowa’s filing threshold, unlike other pension income — which can take a retiree out of filing entirely.
File with
The state revenue department, on your annual return
Annual
Claimed once a year.
Worth knowingThe exclusion sits on top of Iowa’s general 55-plus pension deduction rather than consuming it — other pension income keeps its own break.

Sources

Why only one source type: The Department of Revenue's guidance states the full exclusion, the 2014 effective date and the survivor coverage in terms.

This finder provides an informational match, not a government eligibility determination. The responsible agency decides your application.