DaveF1006
Expert Alumni

Retirement tax questions

 

The reason why this question is asked is that Virginia is trying to make a determination if you paid taxes in the State of New York for that  distribution. You can check this by checking boxes 12-14 on your 1099R. If there is indication that this distribution was reported to the State of New York, then you will need to file a New York non-resident return. You will then be eligible to claim the distribution as non-taxable income to the State of Virginia as income subtraction. Please review this link and look under the section that addresses Retirement Plan Income Previously Taxed  by Another State. 

 

The good news is that if there is nothing in Box 12-14 on your 1099R, answer no to the question if you were taxed by the other state for your contribution, you will not need to file a New York non-resident return.

 

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