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I do not pay New York State taxes on my NYS retirement pension or my Social Security = do I need to file NYS taxes?

 
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3 Replies
GeoffreyG
New Member

I do not pay New York State taxes on my NYS retirement pension or my Social Security = do I need to file NYS taxes?

Whether or not you need to file a New York state tax return, as a retiree receiving a pension (even where that pension may be state tax exempt) and Social Security, is largely a function of your residency status.  Are you a NY full-year resident, a part-year resident, or a nonresident?  The answer to your question, therefore, may differ, depending on that factor.

For the purpose of being absolutely thorough, you will want to refer to the following (official New York Department of Finance & Taxation) webpage for more information.  It details the NY state filing requirements applicable to full-year, part-year, and nonresidents:

https://www.tax.ny.gov/pit/file/do_i_need_to_file.htm


Please simply click on the above link, select your NY residency status from the three choices given there, and then read the rules where a NY tax return is required, based on your selection.

Thanks for asking this important question.


tw75y
New Member

I do not pay New York State taxes on my NYS retirement pension or my Social Security = do I need to file NYS taxes?

as the subject line says do i need to file a ny state return

FangxiaL
Expert Alumni

I do not pay New York State taxes on my NYS retirement pension or my Social Security = do I need to file NYS taxes?

NYS filing requirements:

  • Individuals are required to file if they are
    • Required to file a federal return, or
    • Not required to file a federal return, but
      • A dependent with more than $3,100 income
      • Other filers with more than $4,000 income

So, you are required & Need to file a NYS return.

 

@tw75y

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