Personal income taxes: exclusion: Military Services Retirement and Surviving Spouse Benefit Payment Act.

Summary

The bill would let qualified California taxpayers exclude up to $20,000 of federal military retirement benefits and up to $20,000 of survivor annuity payments from their state taxable income. It applies to retirees and surviving spouses of U.S. uniformed services who meet income thresholds. The measure is intended to honor veterans and keep them in the state’s workforce.

AI-generated summary — may be incomplete or inaccurate. Verify against the official bill text.

Vote

From committee: Do pass and re-refer to Com. on M. & V.A. (Ayes 5. Noes 0.) (March 12). Re-referred to Com. on M. & V.A. · Mar 12, 2025

Hearings

• Appropriations Committee Hearing
  Appropriations · May 23, 2025
• Appropriations Committee Hearing
  Appropriations · May 12, 2025
• Military and Veterans Affairs Committee Hearing
  Military and Veterans Affairs · Apr 28, 2025
• Revenue and Taxation Committee Hearing
  Revenue and Taxation · Mar 12, 2025

History

1. Feb 2, 2026Returned to Secretary of Senate pursuant to Joint Rule 56.
2. May 23, 2025May 23 hearing: Held in committee and under submission.
3. May 16, 2025Set for hearing May 23.
4. May 12, 2025May 12 hearing: Placed on APPR. suspense file.
5. May 2, 2025Set for hearing May 12.
6. Apr 29, 2025From committee: Do pass and re-refer to Com. on APPR. (Ayes 4. Noes 0. Page 918.) (April 28). Re-referred to Com. on APPR.
7. Mar 28, 2025Set for hearing April 28.
8. Mar 12, 2025From committee: Do pass and re-refer to Com. on M. & V.A. (Ayes 5. Noes 0.) (March 12). Re-referred to Com. on M. & V.A.
9. Feb 26, 2025Set for hearing March 12.
10. Feb 20, 2025From committee with author's amendments. Read second time and amended. Re-referred to Com. on REV. & TAX.
11. Jan 29, 2025Referred to Coms. on REV. & TAX. and M. & V.A.
12. Dec 3, 2024From printer. May be acted upon on or after January 2.

The 12 most recent of 14 recorded actions.

Sponsors

• Seyarto · sponsor
• Alanis
• Dahle
• Davies
• DeMaio
• Jones
• Lackey
• Ochoa Bogh
• Sanchez
• Valladares

Bill text

Opens the legislature’s own copy.

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