ErnieS0
Expert Alumni

Retirement tax questions

IRS officially announced it will not tax the California Middle Tax Refund and general welfare and disaster payments issued by other states.

 

Payments from the following states fall in this category and the IRS will not challenge the treatment of these payments as excludable for federal income tax purposes in 2022.

 

  • Alaska [1]
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Hawaii
  • Idaho
  • Illinois [2]
  • Indiana
  • Maine
  • New Jersey
  • New Mexico
  • New York2
  • Oregon
  • Pennsylvania
  • Rhode Island

For a list of the specific payments to which this applies, please see this chart.

Learn more at IRS issues guidance on state tax payments to help taxpayers.

 

@JRClarkinNapa 

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