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Level 3
February 18, 2022
Solved

Social Security in Idaho

  • February 18, 2022
  • 2 replies
  • 21 views

I am using TurboTax 2021 Premier on Windows.  I moved to Idaho in 2021 and I am preparing my Idaho state tax return.  I thought Idaho does not tax Social Security income but my return shows my Social Security as income for Idaho, and not adjusted out on Form 39NR. 

 

I lived in Idaho 11 months in 2021.  I entered the amount of Social Security I received in those 11 months in the Idaho state return section for clarifying Idaho Income in the Idaho Amount/Other Income box.  This is where my full Social Security income was listed for the Federal Amount/Other Income.  Maybe I should enter zero there, but the Learn More instructions just say to list the amount for the state without any other state clarification. 

 

Help please.

 

Jan

    Best answer by RobertB4444

    Just put zero there.  The Idaho portion is zero since they don't tax social security.

    2 replies

    Level 15
    February 20, 2022

    Just put zero there.  The Idaho portion is zero since they don't tax social security.

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    Jan1954Author
    Level 3
    February 21, 2022

    Thank you RobertB4444,

     

    I can do that (enter zero for the Idaho Amount of my social security).  

     

    I guess TurboTax expects users to know what the state social security tax law is.  I wasn’t sure about Idaho, so I expected TurboTax to figure it out for me. 

     

    I entered zero and that seems to work (it helped my "bottom-line").

     

    Thanks again.

    Jan