AN ACT EXEMPTING SOCIAL SECURITY BENEFITS AND PENSION OR ANNUITY INCOME FROM THE PERSONAL INCOME TAX.

Plain English Breakdown

Official source material did not provide specific details on statutory changes or effective dates.

Exempting Social Security Benefits and Pensions from Income Tax

This act removes Social Security benefits and pension or annuity income from being taxed as part of the personal income tax.

What This Bill Does

• Removes Social Security benefits from state income taxes for all taxpayers.
• Exempts pension or annuity income from state income taxes for all taxpayers.

Who It Names or Affects

• All taxpayers who receive Social Security benefits.
• People who get pensions or annuities.

Terms To Know

Social Security benefits

Money given to people by the government when they retire, are disabled, or have lost a spouse.

Pension or annuity income

Regular payments made to someone after retirement from an employer or investment plan.

Limits and Unknowns

• The bill does not specify when the changes will take effect.
• It is unclear if there are any exceptions to these exemptions.

Official Summary Text

To exempt Social Security benefits and pension or annuity income for all taxpayers from the personal income tax.

Current Bill Text

LCO No. 728 1 of 1

General Assembly Proposed Bill No. 5094
February Session, 2026 LCO No. 728

Referred to Committee on FINANCE, REVENUE AND
BONDING

Introduced by:
REP. MASTROFRANCESCO, 80th Dist.

AN ACT EXEMPTING SOCIAL SECURITY BENEFITS AND PENSION
OR ANNUITY INCOME FROM THE PERSONAL INCOME TAX.
Be it enacted by the Senate and House of Representatives in General
Assembly convened:

That section 12 -701 of the general statutes be amended to exempt 1
Social Security benefits and pension or annuity income for all taxpayers 2
from the personal income tax. 3
Statement of Purpose:
To exempt Social Security benefits and pension or annuity income for
all taxpayers from the personal income tax.