LenaH
Employee Tax Expert

State tax filing

Yes, CalPERS (California Retirement System) and Social Security, which started in 2021, should be reported on the NM state tax return. You would be classified as a first-year resident of New Mexico. 

 

You are a first-year resident if both the following are true:
* You moved to New Mexico during 2021 with the intent of making New Mexico your permanent place of residence.
* You are still in New Mexico on December 31, 2021.

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