apopj Posted February 20, 2017 Report Share Posted February 20, 2017 Hello all, The wife and I are planning on joining the class of 2018, already selling the house, etc. My question is, we both receive a pension based in the State of Ohio. Hers is Ohio State Employees Retirement System, mine is Ohio Public Employees Retirement System. If we take domicile residence in a no income tax state, will we still have to pay income tax to Ohio? I can call each system and ask, but not sure if I would get a straight answer so thought maybe someone else has done this.... Thanks, Jeff and Diane HouselessNotHomeless I support the "Thin Blue Line" Link to comment Share on other sites More sharing options...
Kirk W Posted February 20, 2017 Report Share Posted February 20, 2017 I doubt it, but I would start by asking the pension administrations themselves as I believe that they would be honest with you and probably have dealt with the issue before. Even more important would be the effect that it could have upon any health benefits that come from your pensions. Some of those benefits are tied to your state of residence so be careful in that area as well. Each state has their own set of income tax codes and most do apply income taxes to money that is considered to be earned inside of that state. Since the pensions come from Ohio employment, it is possible that they could withhold taxes based upon that logic, just as taxes would be due Ohio on the income if you were to keep your house and rent it to someone. Good travelin !...............KirkFull-time 11+ years...... Now seasonal travelers.Kirk & Pam's Great RV Adventure Link to comment Share on other sites More sharing options...
weaverworks Posted February 20, 2017 Report Share Posted February 20, 2017 As long as you are no longer an Ohio resident you would not pay Ohio income tax. Residency is the key! Paul & Marsha WeaverBella our cat2008 Carriage Cameo 35' SB32010 Ford F350 DRWBlog: http://wheresweaver.blogspot.comSKP# 102686 Link to comment Share on other sites More sharing options...
Ronbo Posted February 20, 2017 Report Share Posted February 20, 2017 California was going after retirees living out of state. They had to sue to get them to stop. Ron C. 2013 Dynamax Trilogy 3850 D3 2000 Kenworth T2000 Optimus Prime Link to comment Share on other sites More sharing options...
Big Greg Posted February 20, 2017 Report Share Posted February 20, 2017 I get a small pension from the MI Public School Employees Retirement System, we "moved" our residency to SD 3 or 4 years ago. SD has no state tax (don't even have any paperwork or forms to submit) and I don't submit MI tax forms either since we changed our residency. The only tax I file is federal. Greg Greg & Judy Bahnmiller Class of 2007 2014 F350 2007 HitchHiker Champagne Both sold 2/19, settled in Foley, AL after 12 years on the road http://bahnmilleradventure.blogspot.com/ Link to comment Share on other sites More sharing options...
LFDR3116 Posted February 20, 2017 Report Share Posted February 20, 2017 I did a quick search and found: Ohio Department of Taxes or non-Ohio residents, retirement income, pension income and annuity income are not subject to Ohio income tax regardless of the location where the taxpayer received the income. For example, a full-year Indiana resident who spends part of the year in Ohio and part of the year in Indiana and who receives a pension is not liable for Ohio income tax on that income. This is true regardless of where the taxpayer worked in prior years to earn the pension. Pat DeJong Link to comment Share on other sites More sharing options...
Mr. Camper Posted February 20, 2017 Report Share Posted February 20, 2017 Both my wife and I receive a FL pension for the time we taught there. We moved to AR and taught there for many years and became vested there as well. We get a retirement payment from them as well. FL has no state income tax so we have nothing to pay there. AR does and we pay that income tax, even if we eventually move out of state. Sounds to me that each state sets up its own rules. Link to comment Share on other sites More sharing options...
Weffy Posted February 21, 2017 Report Share Posted February 21, 2017 We live in Missouri and I receive a pension from G.M. We still have to pay state tax, it all depends on your state of residency Link to comment Share on other sites More sharing options...
Pappy Yokum Posted February 21, 2017 Report Share Posted February 21, 2017 California was going after retirees living out of state. They had to sue to get them to stop. Like to see the documentation on that one! CalPERS retiree. Numerous of my previous co-workers, retired from the same (state retirement) system residing in: Oregon, Washington, Colorado, Arkansas, Texas, Arizona Nevada.. "We" are mutually connected by retiree newsletters, e-mail "updates", etc. NEVER heard of anyone having any issues after perm residency in another state. Of course - there is always a first?? . Common knowledge (and common sense) - *if* you are still a CA resident, CA will be after state income tax. Link to comment Share on other sites More sharing options...
Ronbo Posted February 21, 2017 Report Share Posted February 21, 2017 It was in the 90s when we lived in Nevada. http://articles.latimes.com/1995-02-26/business/fi-36443_1_state-income-taxes Second paragraph of this one http://finance.zacks.com/california-pension-income-taxable-outside-california-8191.html Ron C. 2013 Dynamax Trilogy 3850 D3 2000 Kenworth T2000 Optimus Prime Link to comment Share on other sites More sharing options...
Barbaraok Posted February 21, 2017 Report Share Posted February 21, 2017 Like to see the documentation on that one! CalPERS retiree. Numerous of my previous co-workers, retired from the same (state retirement) system residing in: Oregon, Washington, Colorado, Arkansas, Texas, Arizona Nevada.. "We" are mutually connected by retiree newsletters, e-mail "updates", etc. NEVER heard of anyone having any issues after perm residency in another state. Of course - there is always a first?? . Common knowledge (and common sense) - *if* you are still a CA resident, CA will be after state income tax. On Jan. 10, 1996, P.L. 104-95 took effect. This federal law prohibits any state from taxing pension income of non-residents, even if the pension was earned within the state. Before the passage of this law, California, New York and several other states maintained a source tax on pension earned within the state. For example, a California teacher who retired to Nevada would have to continue paying the source tax on her California pension. Thanks to this law, people who earn a pension in California then move out of the state no longer have to pay taxes on these funds to California. http://finance.zacks.com/california-pension-income-taxable-outside-california-8191.html Barb & Dave O'Keeffe 2002 Alpine 36 MDDS (Figment II), 2018 Ford C-Max HYBRID Blog: http://www.barbanddave.net SPK# 90761 FMCA #F337834 Link to comment Share on other sites More sharing options...
Kirk W Posted February 21, 2017 Report Share Posted February 21, 2017 Good catch, Barb. Now that you post it, I do recall having read of it but since it really didn't impact me, my memory failed. AGAIN! PL 104-95 Good travelin !...............KirkFull-time 11+ years...... Now seasonal travelers.Kirk & Pam's Great RV Adventure Link to comment Share on other sites More sharing options...
Kstar Posted February 22, 2017 Report Share Posted February 22, 2017 DH receives OPERS pension. We are domiciled in TX - no income tax paid to OH since retirement in 2000. Debbie and Mark Ford SKP #32722 Link to comment Share on other sites More sharing options...
apopj Posted February 22, 2017 Author Report Share Posted February 22, 2017 GREAT!! Thanks to one and all for clearing this up..... I support the "Thin Blue Line" Link to comment Share on other sites More sharing options...
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