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

Answers are provided by Robert S. Kaufman

Railroad Retirement Benefits May Be Taxed By States

(Posted March 12, 2004)

Question 409: Does Arizona tax Railroad Retirement income?

Answer: The information I have about the taxation of Railroad Retirment benefits by states indicates that Arizona does not exempt Railroad Retirement from its state income tax.

You should ask the Arizona Department of Revenue exactly how Railroad Retirement benfits are taxed by Arizona.

The following states do not appear to have an income tax: Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington and Wyoming.

The following 13 states have personal income taxes but generally exempt retirement benefits from taxation: Alabama, Hawaii, Illinois, Kansas, Kenrucky, Louisiana, Massachusetts, Michigan, Mississippi, New York, North Carolina, Oregon and Wisconsin.

Other states with a personal income tax might exempt a portion of Railroad Retirement payments. To get current information about how your state treats Railroad Retirement for state income tax purposes, check with the state agency that administers the state income tax program.

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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