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April 7, 2025
Question

it is a retirement pension annuity so since they took out state tax, then is this then excludable?

  • April 7, 2025
  • 1 reply
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we are bamboozled by the state questions and need help!

1 reply

April 7, 2025

If state income tax is withheld, it likely is income taxable to the state.

 

However, pension distributions are treated very differently from one state to another.  What state are you referring to?

 

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