Pension Exemption & Social Security Disability Deduction

How do I determine if I qualify for an exemption?

You may use Form MO- 1040P or Form MO-1040 and Form MO-A. Form MO-1040P is a short form that includes the pension exemption and the property tax credit. (Attach Form MO-PTS to claim the property tax credit.) See the notes below for more help!

Use Form MO-1040 and Form MO-A if you are claiming a pension and social security/social security disability exemption and you:

Still confused or have more questions?

The department wants to ensure you use the easiest form for your tax filing situation. If you are unsure which form best meets your filing needs, use our Tax Form Selector.

I qualify for the credits, but I need assistance completing the forms!

The department offers free tax assistance! Ask about e-file! You can electronically file your individual income tax return even if you qualify for the pension exemption.

Pension Exemption Forms