VERA and state taxes

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Q. Does retiring under a Voluntary Early Retirement Authority meet Pennsylvania’s requirement that the “taxpayer must have been eligible to retire by meeting the age or service conditions of the retirement plan” for a pension to be tax-exempt? I was 53 years old when I retired and had 33 years of service under CSRS.

A. That’s a matter between you and the Commonwealth of Pennsylvania.

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Reg Jones was head of retirement and insurance policy at the Office of Personnel Management. Email your retirement-related questions to fedexperts@federaltimes.com.

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