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Which state to report inherited IRA when part year resident in two states?
2021 was an unusual year. I retired in May, and we moved from KS to OK in July. After moving to OK, I received distribution from an inherited Roth IRA and an inherited traditional IRA, both from my mother who passed away in early 2021. Only the interest on the Roth IRA that my mother earned would be taxable (correct?), while the traditional IRA would be fully taxable. My main question is: which state should be the "income source" of these IRAs? If we had not moved to another state, it would be much easier to figure out. Thank you.
March 15, 2022
11:08 AM