GeorgeM777
Expert Alumni

State tax filing

Yes, if you are a resident of NY.  In order for your 1099-R distribution to be taxable by NY, your 1099-R must be NY source income.  To be NY source income, you must be a resident of NY at the time of the distribution.  If you were a resident of a different state when you received your distribution that is reflected on your 1099-R, then the 1099-R does not get included in the calculation referenced in the previous post by @ErnieS0.

 

@thevelaz

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