@LeeLee7069 wrote:
I am helping my mom with her taxes using Turbo Tax. She has a 1099-R that says the payer is from the state of Indiana, which is where she lived 10 years ago. My mom lives in Florida. Does this mean she will have to fill out a state return for Indiana just for this one 1099-R? They also had her old Indiana address on the 1099-R but she called them to change the address.
Did she work for the state? The payer is irreverent. The state only matters if there was state tax withheld in box 14 and the state ID in box 15.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
