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Returning Member
posted Apr 6, 2022 1:02:51 PM

MA non-resident taxes

I'm filing as a MA non-resident for the first time as I sold a property in MA in 2021. As a retired person, shouldn't all of my retirement income be excluded?

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3 Replies
Employee Tax Expert
Apr 6, 2022 1:13:56 PM

Yes, your only taxable income in Massachusetts is the sale of the home which is from a Massachusetts source.  However, Massachusetts uses the totality of your federal income to figure out what your tax rate is.

 

When you go through the interview you should exclude all things not from a Massachusetts source from the return in order to determine what you owe the state. 

Returning Member
Apr 6, 2022 1:35:51 PM

I've marked the pension & IRA  income as not applicable to MA.  There doesn't seem to be a way of specifying Social Security as non-MA income.

TurboTax shows a difference between Federal income and MA income - I assume this would be the SocSec + the proceeds from the sale.

 

How do I indicate that Social Security is not taxable in MA?

Expert Alumni
Apr 6, 2022 1:48:35 PM

If a portion of your Social Security was taxable on your Federal return (due to other income), you can see that amount on Form 1040, Line 6b.

 

This may be the difference you see between Federal Income and MA Income, as Massachusetts does not tax Social Security income. 

 

Click this link for more info on Massachusetts Retirement Taxes.