Rhode Island allows for a subtraction of up to $20,000 of retirement income on your state return from certain pension plans or annuities. To qualify for this subtraction, you or your spouse must have been born on or before May 1, 1958 and your federal adjusted gross income must be less than:
- Single or Head of Household $104,200
- Married Filing Joint or Qualified Widow(er) $130,250
- Married Filing Separate $104,225
If you qualify, the program will automatically pull the amount from your federal return.
Program Entry
If you wish to override the amount, go to:
- State Section
- Rhode Island Return
- Subtractions from Income
- Modification for taxable Retirement income from certain pension plans or annuities under RIGL Sect44-30-12(c)(9)
See the Rhode Island instructions for more information.
See our article, Is my military income/retirement income taxable to Rhode Island?