If Your Spouse or Dependent Received a Retirement Allowance

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Starting with the 2023 form, the “Application for (Change in) Exemption for Dependents” now includes new fields under Resident Tax Information for spouses or dependents who received a retirement allowance. (This change was introduced as part of the 2022 tax reform).

This page explains what these new fields mean and what you need to do if it applies to you.

Table of contents

Read This Page If Either Applies:
About the New Fields
- Why These Fields Were Added
What to Do
How It Appears on the Form

Read This Page If Either Applies:

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