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9 States That Still Tax Social Security – and One Dropping the Tax in 2026

· Personal Finance
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When to Consult a Professional

State tax laws are complex and change frequently. You should consider speaking with a CPA or tax professional if:

  • You are considering moving to a new state specifically for tax reasons.
  • Your income is hovering just above the exemption “cliff” for your state (e.g., earning $101,000 in New Mexico as a single filer).
  • You have multiple sources of income, such as a pension, part-time work, and investments, which complicate your Combined Income calculation.
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