SabrinaD2
Expert Alumni

Retirement tax questions

Even if your 1099-R indicates that your retirement income is exempt from state taxes, you may still need to file a state tax return. Here are some key points:

  • Many states require you to file a state tax return if your total income exceeds a certain amount.
  • If you have other taxable income beyond the exempt retirement income, you may need to file

For more detailed information, reach back out with your state.