No, to get the money back you'll have to file a WI nonresident income tax return. On the WI nonresident income tax return, you are asked to enter how much of the 1099-R income should be allocated to WI. You should enter $0.
Allocation, in this case, means to assign income to the state you were living in when you earned it. We'll either ask you to separate the income you earned or to verify the allocation amounts we already calculated for you.
Allocating your income shouldn’t be too difficult, but it can involve some math. You'll need to determine if the income you're allocating is earned or unearned, as these are handled differently:
- Earned income comes from employment, such as wages, salaries, tips, payment for services, and commissions.
- Unearned income comes from non-employment sources, such as interest, dividends, capital gains, social security, and IRA distributions.
Earned income allocations
Unearned income allocations
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