topic state tax on teachers pension from another state in State tax filing

state tax on teachers pension from another state

sonzoil — Sat, 21 Mar 2020 15:35:58 GMT

Moved from Conn to Mass mid year. My wife gets a Conn teachers pension. I believe when filing Conn state taxes, I can deduct 25% of her teachers income and pay tax on 75% of the income while we lived in Conn. For the remaining 8 months of 2019 when we lived in Mass, how is that taxed? Can I still take the 25% deduction or any exemption from Mass state taxes?

Re: state tax on teachers pension from another state

KathrynG3 — Sat, 21 Mar 2020 15:55:13 GMT

No. The only pensions that are not taxed in Massachusetts are listed on 2019 Massachusetts Form 1 NRPY Instructions, page 7:

Pension income received from a contributory annuity, pension, endowment or retirement fund of the U.S. government or the Commonwealth of Massachusetts and its political subdivisions

CT-1040 NPY Online Tax Booklet page 24

Re: state tax on teachers pension from another state

sonzoil — Sat, 21 Mar 2020 16:12:18 GMT

I believe Mass does NOT tax their own teachers pensions, and would not tax another state's if that was the agreement between both states. Since Conn taxes in full out of state teacher's pensions, then Mass taxes in full out of state Conn teacher's pensions. Correct?

Re: state tax on teachers pension from another state

MaryK4 — Sat, 21 Mar 2020 21:01:05 GMT

Yes, Massachusetts taxes another state pension if it was not previously taxed in Massachusetts or if the other state does not reciprocate.

@sonzoil