New Jersey retirement income taxability checker

Estimate New Jersey retirement exclusions and tax impact.

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How this checker works

Step 1 totals your retirement income and compares it to the New Jersey income thresholds.

Step 2 applies the pension exclusion and any remaining retirement income exclusion for eligible filers.

Step 3 estimates the New Jersey tax impact after the exclusions are applied.

Frequently asked questions

Does New Jersey tax Social Security?

No. Social Security benefits are exempt from New Jersey income tax.

Who qualifies for the pension exclusion?

Filers age 62+ or blind/disabled with total income of $150,000 or less can use the pension exclusion. Maximums are $100k joint, $75k single/head, $50k married separate.

New Jersey retirement rules are summarized for planning only. Not legal or tax advice.