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The Tax Professionals Blog

Taxation of Pensions by Former Resident States

A frequent question is: what is the taxation of IRAs and qualified pensions by a taxpayer’s former state of residence?  The Congress in 1995 passed P.L. 104-95 (H.R. 394) that prevents states from taxing the pensions of former residents of any state received after December 31, 1995.  Prior to that date several states were taxing IRAs and qualified retirement plans on the premise they were based on income sourced to the state.

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Tax Issues When Converting a Home to a Rental

When a taxpayer converts their home to a rental, there are a number of tax issues that come into play.  The following are key tax circumstances that should be considered before making the decision to convert.

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Paid Family Leave and Taxes

Paid family leave (PFL) is a form of compensation paid to eligible individuals who are unable to work because they are caring for a seriously ill or injured family member or bonding with a minor child within one year of the birth or placement of the child in connection with foster care or adoption.

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