A.G. File No. 2010-017

The McCauley Pension Recovery Act (version 2)

May 25, 2010

 


The measure establishes new taxes on pension income beginning in 2012. Specifically, the measure creates A PIT surcharge on resident taxpayers who receive more than $40,000 of "pension taxable income" and an excise tax on nonresidents or people who move out of the state whose vested pension benefits from a California employer exceed $40,000 per year.