ReginaM
Expert Alumni

State tax filing

Certain types of pension funds are not taxable in the State of  Massachusetts.  If your pension is any one of these, it is non-taxable in the State of Massachusetts.  Otherwise your will pension/retirement will be taxable to you.

 

According to the State of Massachusetts instructions these pensions are non-taxable:

  • Pension income received from a contributory annuity, pension, endowment or retirement fund of the U.S. Government or the Commonwealth of Massachusetts and its political subdivisions.
  • Pensions from other states or its political subdivisions which do not tax such income from Massachusetts or its political subdivisions may be eligible to be deducted from Massachusetts taxable income.
  • Noncontributory pension income or survivorship benefits received from the U.S. uniformed services (Army, Navy, Marine Corps, Air Force, Coast Guard, commissioned corps of the Public Health Service and National Oceanic and Atmospheric Administration) are exempt from taxation in Massachusetts.
  • Massachusetts state court judges who were appointed on or after January 2, 1975 are participants in the Massachusetts contributory retirement system and their pensions are nontaxable.
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