I am resident of Maine. On 11/28/2021, I temporarily changed my mailing address from ME to NY with investment firm. Confirmation letter showed change only to mailing address, not legal address. Took my RMD in Dec with Federal tax withheld but no state tax withheld. Received 1099-R with NY as the recipient address rather than my legal address of ME. Also, Box 15 reads NY. Have been in contact with company and they will not issue corrected forms, claiming that changing my address online with them also changed my entire account address. Should the form be entered exactly as it is with NY address & NY in Box 15 although all my other tax information shows ME address.? Does the IRS share the 1099 info with the states? If so, which state, ME or NY, would have received the distribution information?
