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Does Oklahoma Tax all of my retirement income?
Oklahoma Government or Federal Civil Service Retirement Income...
Each individual, may exclude their retirement benefits, up to $10,000, but not to exceed the amount included in the Federal Adjusted Gross Income. (To be eligible, you must have retirement income in your name.) For any individual who claims the exclusion for CSRS retirees on Schedule 511-A, line 3, do not include the amount you already claimed on Schedule 511-A, line 3. For any individual who claims the exclusion for military retirees on Schedule 511-A, line 4, the amount of the exclusion cannot exceed $10,000 minus the amount already claimed on Schedule 511-A, line 4 (if less than zero, enter zero).
The retirement benefits must be received from the following: the civil service of the United States*, the Oklahoma Public Employees Retirement System of Oklahoma, the Oklahoma Teacher's Retirement System, the Oklahoma Law Enforcement Retirement System, the Oklahoma Firefighters Pension and Retirement System, the Oklahoma Police Pension and Retirement System, the Employee retirement systems created by counties pursuant to Sections 951 et seq. of Title 19 of the Oklahoma Statutes, the Uniform Retirement System for Justices and Judges, the Oklahoma Wildlife Conservation Department Retirement Fund, the Oklahoma Employment Security Commission Retirement Plan, or the Employee retirement systems created by municipalities pursuant to Sections 48 - 101 et seq. of Title 11 of the Oklahoma Statutes. Enclose a copy of Form 1099-R.
*Do not include any CSRS retirement benefits already excluded on Schedule 511-A, line 3.
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