WV · Tax Year 2026
How West Virginia taxes Social Security, pensions, 401(k)/IRA withdrawals, and military retirement pay in 2026.
Up to $8,000 general age/disability income subtraction; selected public-pension relief; military fully exempt
Age 65+ or qualifying permanent disability for $8,000 subtraction
Additional Notes
Social Security exemption fully phased in for tax year 2026
Does West Virginia tax Social Security benefits?
No. West Virginia does not tax Social Security retirement benefits.
Does West Virginia tax pension income?
Partially. West Virginia provides exemptions for certain types of pension income — often public, government, or military pensions — while private pensions may be partially or fully taxable. See eligibility details above.
Does West Virginia tax 401(k) and IRA withdrawals?
Yes, traditional 401(k) and IRA withdrawals are generally taxable in West Virginia. However, exclusions or credits may apply depending on your age and income — review the details above.
Is West Virginia a tax-friendly state for retirees?
It depends on your income mix. West Virginia offers some retirement income relief, but the rules vary by income type and eligibility. Review the details above and consider consulting a tax professional for your specific situation.
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Data Source
Official West Virginia state tax authority guidance. Tax year 2026. Some annually indexed thresholds may not yet be finalized — confirm with the state revenue department before filing.
Related for West Virginia
Data reflects tax year 2026 rules sourced from official West Virginia state tax authorities. This page is for informational purposes only — always confirm current rules with the state revenue department or a qualified tax professional before making financial or relocation decisions.