topic Tax filing in Retirement tax questions

Tax filing

azgal1 — Wed, 11 Feb 2026 09:52:58 GMT

If you don’t have to file federal taxes does that mean you do not have to file state taxes?

Re: Tax filing

evelynm — Wed, 26 Jun 2024 16:23:52 GMT

Even though you did not have to file a federal return you may have a state requirement ie for NY if your federal adjusted gross income plus New York additions is more than $4,000.

Here is the list of the states filing requirements: State filing requirements

Re: Tax filing

evelynm — Wed, 26 Jun 2024 16:49:23 GMT

I noticed your screen name has AZ in it - here are specifics for Arizona filing:

For Arizona filing purposes, full-year residents figure their gross income the same way they do for federal income tax filing purposes. Residents should then exclude income Arizona law does not tax, which includes:

interest from U.S. government obligations;
Social Security retirement benefits received under Title II of the Social Security Act;
benefits received under the Railroad Retirement Act;
active duty military pay;
pay received for active service as a reservist for a National Guard member;
benefits, annuities and pensions as retired or retainer pay of the uniformed services of the United States (tax year 2021 and forward).