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February 6, 2025
Question

Does the Utah tax question regarding Qualified Retirement Plan Distributions apply to federal annuities as far as they're being subtracted from Utah income?

  • February 6, 2025
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    February 6, 2025

    Generally, Utah taxes federal annuities like CSRS and FERS as regular income, so they shouldn't be subtracted from your Utah income. However, you might qualify for a retirement tax credit if you're 65 or older, or younger with qualifying retirement income, subject to income limits.

     

    For more details, see Utah State Tax Commission