New Mexico Social Security taxability checker

New Mexico allows a subtraction below AGI thresholds.

No login required.

How this checker works

Step 1 collects your Social Security benefit amount, other New Mexico income, and optional federal AGI.

Step 2 estimates the federal taxable benefits and checks the AGI threshold to determine whether New Mexico allows a full subtraction.

Step 3 shows how taxable benefits and other New Mexico income affect your total state tax.

Frequently asked questions

Are survivor benefits also taxable?

New Mexico starts with the federal taxable portion for Social Security benefits, including survivor or disability benefits, then applies the AGI subtraction threshold.

What if I moved mid-year?

Use the allocation percentage to focus on New Mexico-source income.

New Mexico allows a Social Security subtraction below AGI thresholds. Not legal or tax advice.