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Tax Exempt Status by State

Use the following to help determine the proper procedure for Tax Exemptions.

Updated over 4 months ago

It is the broker's responsibility to determine if an insured/policy is Tax Exempt in each state. InsCipher has prepared this information based on research conducted. We are providing it to you to use as a tool to help you determine how to handle Tax Exempt policies. Please defer to the state if you have any specific questions.

  • If you determine the insured/policy is Tax Exempt and reporting is required in the state, change the Exempt status in the filing from No to Yes

  • Lines of Business that are indicated by the state to be Tax Exempt have been programmed accordingly in the Tax Calculator

The information included is subject to change.

ALABAMA:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

No

State Links:

ALASKA:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

No

State Links:

ARIZONA:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Not Verified - check with State

State Links:

ARKANSAS:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

No

State Links:

CALIFORNIA:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

No

State Links:

COLORADO:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

Not Verified - Check with State

State Links:

CONNECTICUT:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Yes

State Links:

DELAWARE:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Yes

State Links:

DISTRICT OF COLUMBIA:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

No

State Links:

FLORIDA:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Yes

State Links:

GEORGIA:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Not Verified - Check with State

State Links:

HAWAII:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

Not Verified - Check with State

State Links:

IDAHO:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

No

State Links:

ILLINOIS:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

Yes

State Links:

INDIANA:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

Not Verified - Check with State

State Links:

IOWA:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

No

State Links:

KANSAS:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

Yes

State Links:

KENTUCKY:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

No

State Links:

LOUISIANA:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Yes

State Links:

MAINE:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

Not Verified - Check with State

State Links:

MARYLAND:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Not Verified - Check with State

State Links:

MASSACHUSETTS:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Not Verified - Check with State

State Links:

MICHIGAN:

Are Tax Exempt policies reported to the state?

State does not allow Exemptions

Are Federal Credit Unions exempt?

No

State Links:

MINNESOTA:

Are Tax Exempt policies reported to the state?

State does not allow Exemptions

Are Federal Credit Unions exempt?

No

State Links:

MISSISSIPPI:

Are Tax Exempt policies reported to the state?

State does not allow Exemptions

Are Federal Credit Unions exempt?

No

State Links:

MISSOURI:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Yes

State Links:

MONTANA:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

Not Verified - Check with State

State Links:

NEBRASKA:

Are Tax Exempt policies reported to the state?

State does not allow Exemptions

Are Federal Credit Unions exempt?

No

State Links:

NEVADA:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

Not Verified - Check with State

State Links:

NEW HAMPSHIRE:

Are Tax Exempt policies reported to the state?

State does not allow Exemptions

Are Federal Credit Unions exempt?

No

State Links:

NEW JERSEY:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Not Verified - Check with State

State Links:

NEW MEXICO:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

Yes

State Links:

NEW YORK:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

No

State Links:

NORTH CAROLINA:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Yes - Subject to NCDOI Approval on a case-by-case basis

State Links:

NORTH DAKOTA:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

Not Verified - Check with State

State Links:

OHIO:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Yes

State Links:

OKLAHOMA:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Not Verified - Check with State

State Links:

OREGON:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

Yes

State Links:

PENNSYLVANIA:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Yes, if granted by the PA Dept. of Revenue

State Links:

RHODE ISLAND:

Are Tax Exempt policies reported to the state?

State does not allow Exemptions

Are Federal Credit Unions exempt?

No

State Links:

SOUTH CAROLINA:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

Yes

State Links:

SOUTH DAKOTA:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

Not Verified - Check with State

State Links:

TENNESSEE:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Yes

State Links:

TEXAS:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Yes

State Links:

UTAH:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

No

State Links:

VERMONT:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

Not Verified - Check with State

State Links:

VIRGINIA:

Are Tax Exempt policies reported to the state?

No

Are Federal Credit Unions exempt?

Not Verified - Check with State

State Links:

WASHINGTON:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

No

State Links:

WEST VIRGINIA:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Yes

State Links:

WISCONSIN:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Yes

State Links:

WYOMING:

Are Tax Exempt policies reported to the state?

Yes

Are Federal Credit Unions exempt?

Yes, if granted by the state

State Links:

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