KrisD15
Expert Alumni

Retirement tax questions

I stand corrected, the chart I was referring to does not take effect until tax year 2024. 

 

It seems that for tax year 2023, there is no sliding scale and if over the 75,000/100,000 income limit, the pension will be subject to tax with 25% exempt on IRS distributions.  

 

Link

 

@kbennett42

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