Personal Income Tax Law: exclusions: military retirement pay: survivor benefit pay.

Legislative status

1. Introduced
2. In Committee
3. Reported by Committee
4. Floor Vote Scheduled
5. Passed One Chamber
6. Passed Both Chambers
7. Sent to Executive
8. Signed into Law

Summary

SB 1407 raises the maximum amount of military retirement pay and Department of Defense survivor‑benefit annuities that can be excluded from California personal income tax, and it adds an automatic inflation adjustment. The exclusions apply only to qualified taxpayers whose adjusted gross income is $250,000 or less for joint filers (or $125,000 or less for single filers). The law takes effect immediately and remains in force until December 1, 2037.

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

Vote

Read third time. Passed. (Ayes 39. Noes 0. Page 4526.) Ordered to the Assembly. · May 28, 2026

Hearings

• Appropriations Committee Hearing
  Appropriations · Aug 13, 2026
• Appropriations Committee Hearing
  Appropriations · Aug 5, 2026
• Revenue and Taxation Committee Hearing
  Revenue and Taxation · Jun 29, 2026
• Revenue and Taxation Committee Hearing
  Revenue and Taxation · Jun 22, 2026
• Military and Veterans Affairs Committee Hearing
  Military and Veterans Affairs · Jun 16, 2026

History

1. Jun 4, 2026Referred to Coms. on REV. & TAX. and M. & V.A.
2. May 28, 2026Read third time. Passed. (Ayes 39. Noes 0.) Ordered to the Assembly.
3. May 28, 2026In Assembly. Read first time. Held at Desk.
4. May 26, 2026Ordered to special consent calendar.
5. May 18, 2026Read second time. Ordered to third reading.
6. May 14, 2026Read second time and amended. Ordered to second reading.
7. May 14, 2026From committee: Do pass as amended. (Ayes 7. Noes 0.) (May 14).
8. May 8, 2026Set for hearing May 14.
9. Apr 27, 2026April 27 hearing: Placed on APPR. suspense file.
10. Apr 22, 2026Set for hearing April 27.
11. Apr 21, 2026From committee: Do pass and re-refer to Com. on APPR. (Ayes 4. Noes 0. Page 3956.) (April 20). Re-referred to Com. on APPR.
12. Apr 9, 2026Read second time and amended. Re-referred to Com. on M. & V.A.

The 12 most recent of 20 recorded actions.

Sponsors

• Bob Archuleta (D) · sponsor
• Archuleta
• Choi
• Schiavo

Bill text

Opens the legislature’s own copy.

Similar bills in other states

Loading the map of where bills like this one were filed.

Topics

Share