turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Event: Ask the Experts about your refund > RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

quinnjoh
New Member

Do I have to pay PA income tax on Social Security payments and disbursement from my retirement annuity?

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

Do I have to pay PA income tax on Social Security payments and disbursement from my retirement annuity?

Generally, No  

Pennsylvania does not tax social security and does NOT tax most types of retirement income as long as "you retired AFTER meeting the eligibility requirements for separation from service by retirement based on old age, infirmity, long-continued service, or a combination of old age and infirmity and long continued years of service."PA Retirement

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

2 Replies

Do I have to pay PA income tax on Social Security payments and disbursement from my retirement annuity?

Generally, No  

Pennsylvania does not tax social security and does NOT tax most types of retirement income as long as "you retired AFTER meeting the eligibility requirements for separation from service by retirement based on old age, infirmity, long-continued service, or a combination of old age and infirmity and long continued years of service."PA Retirement

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Do I have to pay PA income tax on Social Security payments and disbursement from my retirement annuity?

For specifics if your retirement income is taxable on a PA income tax return see: https://revenue-pa.custhelp.com/app/answers/detail/a_id/1470/related/1

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies