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Roth 401(k) & State Taxation


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Guest Brian0925
Posted

Help! I have no had success determining which states assess a tax on the earnings portion of a roth 401k distribution? I would appreciate if someone could provide a list of states that assess the tax or a website that would provide this information.

Thank you

Posted

As I recall, the states that didn't match the IRS code on treatment of Roth all passed legislation to do so.

That is except for the 12 states where this is moot point. 10 states with not state tax -AL, FL, NV, NH, SD, TN, TX, WA, WY, and 2 states don't tax retirement income MI, PA.

I don't know of any site per se. Google it and see what you find. Maybe someone in a contrarian state will chime in.

JanetM CPA, MBA

Posted

Janet M,

I'm usually in a contrarian state, but don't see how that helps.

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