LenaH
Employee Tax Expert

State tax filing

No. Alabama fully exempts Social Security retirement benefits from income taxes. In addition, there are certain retirement plans that are exempt. 

 

For a list of exempt retirement plans, please see Income Exempt from Alabama Income Taxation

 

As per the State of Alabama, you must file a resident Alabama return if you are married filing joint and your gross income was above $10,500. I have attached a reference guide for additional guidance. 

 

 

Generally, gross income usually means money, goods, and property you received on which you must pay tax. It does not include nontaxable benefits, such as social security. It could possibly include your retirement income. 

 

If all of your gross wages is under $10,500, then you do not have to file. 

 

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