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BenefitsLink > Q&A Columns >

Stop, Look & Listen: Railroad Retirement Benefits Q&A

Answers are provided by Robert S. Kaufman

State Taxation of Railroad Retirement

(Posted March 25, 2015 Revised April 13, 2015)

Question 1233: Which states impose an income tax on Railroad Retirement benefits?

Answer: As of 2015, the following states do not have a Personal Income Tax: Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, and Wyoming.

The following States have a Personal Income Tax but exempt Railroad Retirement Annuities:

Alabama, Hawaii, Illinois, Kansas, Kentucky ( for service before 1998), Louisiana, Massachusetts, Michigan (if born before 1946), New York, North Carolina, Oregon, Pennsylvania, & Tennessee

Many states with a personal income tax exempt all, or a portion of, Railroad Retirement, Social Security, federal, military, and civilian pensions, so check with the state agency administering the income tax program to find out the current law for that particular state.


Important notice:

Answers are provided as general guidance on the subjects covered in the question and are not provided as legal advice to the questioner or to readers. Any legal issues should be reviewed by your legal counsel to apply the law to the particular facts of this and similar situations.

The law in this area changes frequently. Answers are believed to be correct as of the posting dates shown. The completeness or accuracy of a particular answer may be affected by changes in the law (statutes, regulations, rulings, court decisions, etc.) that occur after the date on which a particular Q&A is posted.


Copyright 1997-2017 Robert S. Kaufman
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