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UPS Retirement Topics
State taxes on pensions
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<blockquote data-quote="jodi Jelovich" data-source="post: 4378708" data-attributes="member: 79944"><p>I live in PA where they do not take state taxes out of pensions. There are exceptions of course. I might be one. I retired after 30 years part time at the age of 50. They are currently taking state taxes out of my pension. I am trying to find out what those "exceptions" are. Any info will help. I talked to the pa dept of revenue and they want a letter from the company or the company issuing the pension saying I am not one of those said exceptions. For example, early withdrawal. I talked to BNY Mellon and they referred me to the pension department in Atlanta. I left a message and they have yet to call me back. I need to figure this out by tax deadline day. This is close to $1,000 a year they are taking out.</p></blockquote><p></p>
[QUOTE="jodi Jelovich, post: 4378708, member: 79944"] I live in PA where they do not take state taxes out of pensions. There are exceptions of course. I might be one. I retired after 30 years part time at the age of 50. They are currently taking state taxes out of my pension. I am trying to find out what those "exceptions" are. Any info will help. I talked to the pa dept of revenue and they want a letter from the company or the company issuing the pension saying I am not one of those said exceptions. For example, early withdrawal. I talked to BNY Mellon and they referred me to the pension department in Atlanta. I left a message and they have yet to call me back. I need to figure this out by tax deadline day. This is close to $1,000 a year they are taking out. [/QUOTE]
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