In a recent CE class, there was a portion telling us about CA SB 1: "Gross Income Exclusions: Uniformed Services Retirement Pay & Survivor Benefit Plan Payments".
The rules can be found in an FTB analysis, but, basically a qualified taxpayer can get up to $20K tax free if under income amounts.
https://www.ftb.ca.gov/tax-pros/law/legislation/2025-2026/SB1-022025.pdf
But, when I look to find the actual bill text, it seems the bill failed.
https://legiscan.com/CA/text/SB1/id/3135076
https://trackbill.com/bill/california-senate-bill-1-personal-income-taxes-exclusion-military-services-retirement-and-surviving-spouse-benefit-payment-act/2574280/
The CE provider is long-standing and the written materials were dated May of this year so a failure of the bill would certainly be known by that time. Am I not searching hard enough or did the provider make a mistake?
Can a qualified taxpayer in California exclude up to $20K in survivor retirement benefits?
California SB 1 Gross Income Exclusions: Uniformed
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Posted by noteven0s