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Retirement tax questions
Hi Amy,
Nice speaking with you and I hope retirement finds you exhilarated!
To clarify your question:
- Your are retired
- Your receive monthly USPS pension benefits
- You receive monthly income from your Thrift Savings Plan
- You receive monthly Social Security Benefits
- Lastly how are state state taxes withheld
Ok, many states do not tax or fully tax retirement benefits.
Therefore, I recommend:
- Contact a TurboTax Live professional for a speedy, accurate answer.
- Alternatively, contact your state's Department of Revenue
- By phone
- Online (will be quicker)
- Lastly review your year-end retirement income statements
- 1099-R
- 1099-SSA
Thank you for inquiring Amy
All the best!
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‎July 15, 2021
10:01 AM