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rhrichard
New Member

state tax withholding

Recently retired. Federal tax is withheld from pension an social security but not state taxes. Do you or how do I withhold state taxes from my retirement pension and social security check ?

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2 Replies

state tax withholding

You don't need state for Social Security.  It is not taxable at the state.  You will have to call your retirement plan and ask them to withhold state.

state tax withholding

And it depends on what state you are in.  Some states do not tax retirement income (like IL) and some do.  There are a few states that tax Social Security, and some that do not tax SS, but do tax other kinds of retirement income.

 

States that tax Social Security benefits:

 

CO, CT, KS, MN, MO, MT, NB, NM, ND, RI, UT, VT, WV

These states offer varying degrees of income exemptions, but four mirror the federal tax schedule: MN, ND,VT, and WV

 

States that do not have state income tax and/or do not tax retirement income:

AK, FL, IL, MS, NV, NH, PA, SD, TN, TX, WA, WY

 

 

States that may tax retirement income from IRA's, pensions, etc.:

AL, AR, AZ, CA, CO, CT, DE, DC, GA, HI, IA, ID, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NY, OH, OK, OR, RI, SC, UT, VA, VT, WI, WV,

This is a “general” list.  Some of these states have complicated laws that exclude certain types of retirement income, or provide certain income exclusions and age deductions.  This list does NOT refer to Social Security benefits.

**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.**

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