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New Member
posted Apr 7, 2025 4:19:10 PM

it is a retirement pension annuity so since they took out state tax, then is this then excludable?

we are bamboozled by the state questions and need help!

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1 Replies
Expert Alumni
Apr 7, 2025 4:24:03 PM

If state income tax is withheld, it likely is income taxable to the state.

 

However, pension distributions are treated very differently from one state to another.  What state are you referring to?