KathrynG3
Expert Alumni

State tax filing

It depends.

For the rollover, yes, that is fine to use Indiana, since you received it in Indiana. More importantly, rollovers would not be taxable if they were direct or done within the time limit specified for the account.

 

For the nominal amount in the check received, associate it with the state where you resided at the time of the deposit. Either way will not have a dramatic tax impact, so it is to your discretion.

 

I recommend keeping a dated and written explanation for what happened and your rationale for the allocation with these 1099-Rs with your 2019 records for future reference.