State tax filing

I don' think it will cause a problem to put IN in there, as long as there were no $$ in box 14.   Leaving it as WA would likely be OK too.

 

The thing is, you will be preparing a part-Year IN tax return anyhow, and during the income "allocation" pages of the part-year tax return, you should be presented with your total pension $$ from the Federal section, and asked to indicate what portion was received while a resident in Indiana, and you will include the $$ from both those 1099-R forms....and any other 1099-R forms representing $$ removed after becoming an IN resident.

 

But get ALL your Federal income in first...don't start the IN part-year tax return Q&A until you are sure every $$ (interest, dividends, Mutual Fund distributions...everything) has been entered in the Federal section.  The IN tax return will use yoru total income for the year....until you go thru those income allocation pages in the IN interview....so don't panic if $$ due to IN get bigger while entering the $$ in the Federal section.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

View solution in original post