AnnetteB6
Expert Alumni

State tax filing

If there were state taxes withheld from the Form 1099-R distribution, shown in box 12, then you should file a state return to get a refund of those taxes.  

 

If you are asking only because there was a state distribution amount shown in box 14 of your Form 1099-R, then you do not need to file a return for your former state.  The Form 1099-R is considered to be income for the state where you live at the time you receive it.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post