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UM Pension Benefits and Missouri State Tax Laws

From time to time, retirees ask the Office of Human Resources if benefits paid from the University of Missouri System’s Retirement, Disability and Death Benefit Plan would be eligible for limited exemption under Missouri State tax law. UM System, of course, does not provide tax advice to employees or retirees and, accordingly, we are unable to respond to these questions.

UM, however, can offer a ruling from the Missouri Department of Revenue: Missouri Department of Revenue letter (PDF, 818KB). It contains information that cautions about reliance by taxpayers upon the interpretations contained in the letter and duration of its validity. UM System HR suggests a review of this letter by you and/or your tax advisor.

Reviewed March 14, 2017.