HelenC12
Expert Alumni

Retirement tax questions

No. Retirement income is entered in the state you lived in, when you received the checks/payments.

 

If you moved during the year, then you may need to file part year returns in both states, allocating retirement income based upon the timing of both.

  • Allocating unearned income is pretty straightforward – just allocate it to the state you were a resident of when you received it. 

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