evelynm
Employee Tax Expert

Retirement tax questions

I noticed your screen name has AZ in it - here are specifics for Arizona filing:  

For Arizona filing purposes, full-year residents figure their gross income the same way they do for federal income tax filing purposes. Residents should then exclude income Arizona law does not tax, which includes:

  • interest from U.S. government obligations;
  • Social Security retirement benefits received under Title II of the Social Security Act;
  • benefits received under the Railroad Retirement Act;
  • active duty military pay;
  • pay received for active service as a reservist for a National Guard member;
  • benefits, annuities and pensions as retired or retainer pay of the uniformed services of the United States (tax year 2021 and forward).

 

 

Have an amazing day. Evelyn M (CPA 20+ years)
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