Social Security benefits in Massachusetts
Varies
Is Social Security Taxed in Massachusetts?
Short answer: No. Massachusetts excludes Social Security benefits from gross income. Statutory basis: M.G.L. c. 62, s. 2(a)(2)(H).
Federally, up to 85% of benefits can be taxable depending on your combined income (IRS Pub 915); that part doesn't change by state.
Records to keep: Keep your state return, W-2s and 1099s (1099-R, SSA-1099), and any state credit worksheets. Check your state revenue department's current-year instructions before you file.
Social Security benefits in Massachusetts
Varies
Individuals / Personal Taxes
No. Massachusetts excludes Social Security benefits from gross income. Statutory basis: M.G.L. c. 62, s. 2(a)(2)(H).
Business justification
No. Massachusetts excludes Social Security benefits from gross income. Statutory basis: M.G.L. c. 62, s. 2(a)(2)(H). Federally, up to 85% of benefits can be taxable depending on your combined income (IRS Pub 915); that part doesn't change by state.
Category
- Personal Tax Deductions