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New Member
posted Jun 6, 2019 11:02:00 AM

I retired from New Jersey to North Carolina August 1, 2017. To which state do I report Federal retirement income?

 I worked for the USPS and received $37531.00 from the Thrift Savings Plan while I lived in New Jersey. I received 15,888 from the Annuity established with the Office of Personnel Management while living in North Carolina

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1 Best answer
New Member
Jun 6, 2019 11:02:02 AM

Since you moved during the year, you will report your retirement income to each state based on your part-year residency in each state.

The federal law prohibits any state from taxing pension income of non-residents, even if the pension was earned within the state.

This means that even though you earned the retirement income as a NJ resident, once you left the state, you are no longer required to report any retirement income in NJ after the date you were a part-year resident of NJ

Check below for more information about filing a part-year state tax return (Please select "see entire answer" to see full answer)

https://ttlc.intuit.com/replies/3302008


1 Replies
New Member
Jun 6, 2019 11:02:02 AM

Since you moved during the year, you will report your retirement income to each state based on your part-year residency in each state.

The federal law prohibits any state from taxing pension income of non-residents, even if the pension was earned within the state.

This means that even though you earned the retirement income as a NJ resident, once you left the state, you are no longer required to report any retirement income in NJ after the date you were a part-year resident of NJ

Check below for more information about filing a part-year state tax return (Please select "see entire answer" to see full answer)

https://ttlc.intuit.com/replies/3302008