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NY Form Publication 915: What You Should Know

Pension Tax Withholding. Income from nonretirement social security benefits, such as the following, is treated as regular income under the Federal income tax laws for federal tax purposes. These pensions are subject to Federal income taxes with your filing status as “householder.” Social Security benefits:  Income reported on your federal, state and local tax return, or on a Form 1040A; Pensions received from a State program such as the New York State Employee Retirement System (“NYSE RS”) or the Massachusetts State Retirement Fund; Individual retirement accounts (IRA) in the name of a spouse for whose benefit you will not receive an annuity; and Individual retirement accounts (IRA) in the name of a decedent (after June 30, 2017) in respect of which a will was executed or recorded upon or before that date. Social Security benefits reported on a Schedule C (Form 1040A) are treated as earned income under the Federal income tax laws. If the following items are not reported on the Form 1040A, they should be reported on Form SSA-1099 for Form W-2, for a spouse —for the year you receive them. Annuity. An annuity is an annuity contract, usually in the form of a lump sum, payable over a period of years. An annuity contract consists of (1) the payment itself, (2) a fixed amount, (3) a lump sum payment to you upon termination of the life of the annuitant, or (4) a continuation payment out of the annuity. An annuity is a contract for payment of wages, salary, wages, profit, interest, or profits during a specified period of time. See generally, Publication 15-A. IRA. A qualified retirement plan, which includes a Roth IRA, a SEP IRA, an IRA under Section 401(a) or a SIMPLE IRA (Securities Option Retirement Account). IRAs are tax-exempt retirement plans. IRA contributions may be made to a tax-exempt retirement plan or to a Roth IRA. Contributions to an IRA are tax-free if they are in retirement accounts or in a taxable brokerage account. Roth IRA. A tax-exempt retirement account in which you may contribute to a Roth account as a regular participant. It is a tax-free retirement account. The account must be invested in money or securities you can use to pay periodic taxes or qualified education expenses.

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