MOAA Resources: The Widows Tax

MOAA Resources: The Widows Tax image

For years, survivors of deceased military members were required to forfeit part or all of their purchased Survivor Benefit Plan (SBP) annuity when awarded the VA’s Dependency and Indemnity Compensation (DIC). The loss of any portion of the SBP annuity is known as the "Widows Tax."


The Fiscal 2020 National Defense Appropriations Act changes this provision, for the benefit of more than 65,000 military survivors, with a fix that will be phased in over a three-year span. Below, find out how MOAA has fought to end the widows tax, what's next for survivors after the repeal, and how you can get involved.

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Explainer: What is the Widows Tax?

Live from the Capitol after the Senate voted 94-0 to ask NDAA conferees to include language repealing the widows tax in this year's bill:
A message from MOAA President and CEO Lt. Gen. Dana T. Atkins, USAF (Ret):