New York retirement income taxability checker

Estimate New York retirement income tax impact using current brackets.

No login required.

How this checker works

Step 1 totals your retirement income inputs for context.

Step 2 applies the pension exclusion and removes Social Security from taxable income.

Step 3 summarizes the retirement income you entered and highlights other income that could still be taxable.

Frequently asked questions

Are IRA and 401(k) withdrawals taxable in New York?

Yes. New York taxes IRA and 401(k) withdrawals as ordinary income unless a specific subtraction applies.

Does New York exempt any retirement income?

New York taxes most retirement income as ordinary income. Some state-specific subtractions may apply depending on your situation.

What about Social Security?

New York does not tax Social Security benefits.

New York retirement taxability depends on benefit type and eligibility. Not legal or tax advice.