Social Security benefits in New York
Varies
Is Social Security Taxed in New York?
Short answer: No. New York subtracts all Social Security benefits included in federal AGI when figuring New York AGI. Statutory basis: Tax Law 612(c)(3-c).
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 New York
Varies
Individuals / Personal Taxes
No. New York subtracts all Social Security benefits included in federal AGI when figuring New York AGI. Statutory basis: Tax Law 612(c)(3-c).
Business justification
No. New York subtracts all Social Security benefits included in federal AGI when figuring New York AGI. Statutory basis: Tax Law 612(c)(3-c). 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