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Roth conversion taxes in Rhode Island (2026)

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Rhode Island taxes Roth conversions as ordinary income at graduated rates up to 5.99%. A conversion adds to your state taxable income in the year you convert, on top of federal tax. The table below shows the computed Rhode Island tax on a $50,000 conversion at three baseline income levels, using 2026 rates.

Computed example: $50,000 conversion

State tax only (federal not included), age 66, standard deduction, no other state adjustments. Computed with the same functions the calculator uses.

Filing status Baseline income State tax without conversion With $50,000 conversion Tax on the conversion Effective rate
Single $40,000 $919 $2,794 $1,875 3.8%
Single $80,000 $2,419 $4,664 $2,246 4.5%
Single $150,000 $5,614 $8,094 $2,480 5.0%
Married filing jointly $40,000 $338 $2,213 $1,875 3.8%
Married filing jointly $80,000 $1,838 $3,928 $2,091 4.2%
Married filing jointly $150,000 $4,878 $7,253 $2,375 4.8%

Social Security and retirement income

Rhode Island taxes at least a portion of Social Security benefits. Conversions can also raise the federally taxable share of your benefits through the provisional income formula, so the two interact.

Rhode Island three-bracket structure (3.75% / 4.75% / 5.99%). Social Security exempt for full-retirement-age filers with AGI below $97,400 single / $122,000 MFJ (2026); modeled as taxable (conservative for high-income filers). Standard deduction includes $4,950 personal exemption per filer.

FAQ

Does Rhode Island tax Roth conversions?

Yes. Rhode Island taxes Roth conversions as ordinary income at graduated rates up to 5.99%. Federal tax applies on top.

Does Rhode Island tax Social Security benefits?

Rhode Island taxes at least some Social Security benefits at the state level. The federal provisional-income rules apply separately.

What is the top Rhode Island rate on a conversion in 2026?

5.99% at the highest marginal rate.

Model your Rhode Island conversion in the calculator

Rate data source: https://tax.ri.gov/tax-sections/personal-income-tax (Rhode Island Division of Taxation; three-bracket structure; top rate 5.99%; SS exempt below FRA thresholds $97,400/$122,000)