I moved to Indiana establishing residency on June 16, 2022. However I notified my pension provider (which is a new provider as of July 1, 2022) on July 8, 2022. Therefore they have issued 2 1099-R forms: 1 for the state of Washington for 1 month of benefits and 1 for the state of Indiana for the remaining 5 months of the year. I have requested a corrected 1099-R for the one month when I was actually an Indiana resident but the provider refuses claiming they have no proof that I was an Indiana resident effective July 1, 2022. I contacted Indiana Department of Revenue and they tell me I must get a corrected 1099-R and, if refused, I must start legal action against my benefit provider. I'm stuck. My inclination is to just enter Indiana as the state of residence for the 1099-R issued for the month of July benefits even though it shows Washington as the state of residence. If I file thusly, what is my risk of audit, penalties, etc. from either the IRS or Indiana DOR or both? I can't be the only person with an incorrect 1099-R resulting from a move to a state with income tax.
