I retired February 2 2024. All the income I received in 2024 was in Texas. Moved March 31st to NC. My W2 has deducted state taxes. Should I be taxed for NC state taxes?

Forum|Forum|1 year ago
February 10, 2025
2 replies
0 views

No text available

xmasbaby0

Employee

Please explain. If you were living in TX before you retired----what state taxes were deducted from your W-2 pay? TX has no state income tax.

**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.**

vrushaliAuthor

Yes, living in Texas. All the income I received was in Texas. Moved end of March 2024 to NC & I did not have income in NC.
However, W2 I received had state taxes taken for NC.

I heard that I can file Non Residential state taxes taken form to get the refund. I should be good.
Thank you very much for responding.

SteamTrain

Employee

And, all retirement /pension income you received after you moved to NC, is considered NC-taxable income, even if you earned the pension in TX. As-well-as any interest, dividends and capital gains.

(Though, if it is a military pension, NC doesn't tax that...nor US govt pensions from OPM if you had 5 yrs of service with them before 12 Aug of 1989)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*