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Retirement tax questions
Yes, if an ex-spouse receives a portion of the military retirement, they will receive their own Form 1099-R to input into their return.
And yes, if you did work in another state that requires you to file an individual state income tax, you will file a Non-Resident return for that income.
First, please check My Info in the Federal return and be sure the box is checked for Made money in another state
Next, check this TurboTax Help file for the state where you worked and see if you will be required to file a Non-Resident state return. Some states do not have state income tax and some have limits for how much income before it is required.
- If you are required to file for the second state, add the Non-Resident state and complete it first
- Include allocation of income for what part of your federal income was sourced to that state
- Next, add the Resident State second and allocate that income as well.
It will ask if you paid tax to another state and you will say Yes, and how much you paid in taxes to the Non-Resident state. This way your Resident state can give you credit and not tax you a second time for the same income.
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March 24, 2023
7:15 PM