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1099-R distribution code 4
my wife receives a 1099-R with distribtuion code 4 from state"A". Her previous husband passed away as a police officcer in state "A" and she gets a monthly amount sent to her, summarized in this 1099-R. We live in state "B". i am presuming this is not taxable in "A" (there is no state withholding, only federal) but how do i find out if it is taxable on the state "B" return we file? Thank you.
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March 9, 2025
10:26 AM
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State tax filing
SCOTUS has ruled only the state where the taxpayer resides can tax a retirement distribution earned in a different state. However, you need to file in that sate to get back any state withholding.
March 9, 2025
10:32 AM
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State tax filing
thank you...so just to confirm, you are saying the distribution IS taxable in state B, the state we reside, correct??
March 9, 2025
11:19 AM
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State tax filing
Yes, you are correct.
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March 9, 2025
11:33 AM