JamesG1
Expert Alumni

State tax filing

You are part-year residents of Kentucky and Indiana.

 

Indiana has a claim on your IRS form 1099-R pension distribution for the period after your move.

 

Indiana has a claim on your spouse's wage income for the period after the move to Indiana.  I assume that her W-2 will report both Kentucky and Indiana income and taxes withheld.

 

Social Security may be allocated between Indiana and Kentucky but is not taxable in either state.

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