Do I need to file in the State of NC if I live in SC and receive NC retirement?

faithfulporter · ‎June 6, 2019

Ashby · ‎June 6, 2019

No, not unless there are NC taxes withheld from the 1099-R for some reason. Otherwise, if you are a resident of SC, it's taxable in SC.

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SteamTrain · ‎June 6, 2019

No...Not unless you started receiving the $$ while you were a resident of NC and moved after the funds started to be distributed.

$$ reported on a 1099-R form are only taxable according to the tax laws of the state you are living in

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

SteamTrain · ‎June 6, 2019

IF you did start getting the $$ before moving to SC...then only the $$ received while actually an NC resident would be NC taxed.

IF you were already a resident of SC when you started getting the retirement $$, then it is only SC-taxable..

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

Do I need to file in the State of NC if I live in SC and receive NC retirement?

State tax filing

State tax filing

State tax filing