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vrushali
New Member

I retired February 2 2024. All the income I received in 2024 was in Texas. Moved March 31st to NC. My W2 has deducted state taxes. Should I be taxed for NC state taxes?

 
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3 Replies

I retired February 2 2024. All the income I received in 2024 was in Texas. Moved March 31st to NC. My W2 has deducted state taxes. Should I be taxed for NC state taxes?

Please explain.  If you were living in TX before you retired----what state taxes were deducted from your W-2 pay?  TX has no state income tax.   

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

I retired February 2 2024. All the income I received in 2024 was in Texas. Moved March 31st to NC. My W2 has deducted state taxes. Should I be taxed for NC state taxes?

And, all retirement /pension income you received after you moved to NC, is considered NC-taxable income, even if you earned the pension in TX.   As-well-as any interest, dividends and capital gains.

 

(Though, if it is a military pension, NC doesn't tax that...nor US govt pensions from OPM if you had 5 yrs of service with them before 12 Aug of 1989)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
vrushali
New Member

I retired February 2 2024. All the income I received in 2024 was in Texas. Moved March 31st to NC. My W2 has deducted state taxes. Should I be taxed for NC state taxes?

Yes, living in Texas. All the income I received was in Texas. Moved end of March 2024 to NC & I did not have income in NC.  
However, W2 I received had state taxes taken for NC. 

I heard that I can file Non Residential state taxes taken form to get the refund.  I should be good. 
Thank you very much for responding. 

 

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