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U
user38784367
May 13, 2021
Question

AM I DUE A STATE REFUND, LIKE EVERY YEAR?

  • May 13, 2021
  • 1 reply
  • 0 views
MY SECOND PEBA IS NOT TAXABLE. iT IS MY DECEASED HUSBAND PENSION.

1 reply

T
ToddL99
May 13, 2021

All pension income is taxable at the federal level, even if received as a surviving beneficiary.

 

Some states, however, exempt specified pension benefits from state tax (usually teacher and retired state worker pensions).

 

Whether or not you are due a state refund will depend on the state you live in, your income, your deductions and credits and your state tax withholding.

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