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February 27, 2025
Question

Social Security Benefits as old state income or new state income once moving to another state

  • February 27, 2025
  • 1 reply
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Are the social security retirement benefits considered to the new state's income or the previous state's income after moving to another state in the middle of the year?

    1 reply

    February 27, 2025

    You allocate Social Security Income to the state you were a resident of when you received it.

     

    How do I allocate (split) income for a part-year state return?

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