Carl
Level 15

Retirement tax questions

@opus you missed something.

Taxes taken out for KY

Now there's really not enough information to work with here. But I get the impression the OP is not a resident of KY and is probably not even a non-resident either.  So KY taxes were most likely withheld in error.  But like you said, and "advisor" doesn't issue a tax form. So you don't have the whole story.