cjejr1983
New Member

1099-R

I moved back to NJ in 2018 after living Maryland. In 2019, I requested my pension withdrawn from MD. I received my 1099-R. My question is, do I file state taxes for both Maryland and NJ even though I didn’t live in MD in 2019?

HelenC12
Expert Alumni

Get your taxes done using TurboTax

No, if you're required to file a state income tax return, you would only file in NJ. Retirement income is entered in the state you lived in, when you received the checks/payments.

 

If you moved during the year, then you may need to file part year returns in both states, allocating retirement income based upon the timing of both.

  • Allocating unearned income is pretty straightforward – just allocate it to the state you were a resident of when you received it

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Get your taxes done using TurboTax

Where do I make the adjustment for 1099-R income due to two state residency?  I am filing in two states as a part-year resident, and would like to allocate the retirement income accordingly so I pay taxes to each state only for the months I resided in each state. Thanks!!

DeanM15
Expert Alumni

Get your taxes done using TurboTax

You will make the allocations for income and expenses in each state program. 

 

When you file as a part-year state resident, there is an allocation section for income and expenses which generally appears after you enter the fact that you were only a part-year resident. It will take you through wage income, retirement income, business income and more. 

 

@Mermaid1

 

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