Still confused about (1) annuity that had to be split between CT and MA. When I record the info off my 1099R, the state tax was withheld for CT . There were no taxes withheld from MA while living there from May through Dec. On the 1099R, I recorded box 12 for CT. Box 14 (state distribution was empty), but I had to record it as partial distributed to CT and partial to MA (with no tax withheld). I had to do this , so the following screens showed amount for MA appeared correct. If I didn't the system would populate the amount distributed to MA as box 2A (taxable amount) for the total distribution, not just the amount allocated to be taxed by them. Is this okay to do? I was not able to get a Payer ID from the insurance company for MA, since they told me, since no tax was withheld they do not have that number. ???
