Question

State tax question

Forum|Forum|5 years ago
March 8, 2021
1 reply
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When we moved to Maine, although all address were changed, my husbands pension continued to use MA tax with holding. I only noticed this when we got his 1099R

M

MAK70

First make sure you update the address and withholding if you have not already done so. If you will file a Part-Year Massachusetts tax return, you will allocate the pension based on the time you were a Mass resident. There may be a Mass refund because you withheld more than you needed to.

As a part-year resident, you're generally taxed on all your income while you're a resident of Massachusetts, received from sources inside or outside of Massachusetts.