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How do I report my 1099-R information (pension) when I moved to a different state in the middle of the year?
My wife and I moved to a different state in the month of October 2018. We started our current rental lease on 10/21/18, and the sale of our house in our previous state closed on 10/23/18. Although I notified my pension company we moved to a new state on 10/30/18, they apparently didn't update our new state until the December 2018 pension payment. As such, we have two 1099-Rs, one through November 2018 for the previous state (which has state income taxes) and one for December 2018 for our current state (which has no state income taxes). I requested updated 1099-Rs from the pension company, but they claim this is my responsibility. Are we stuck with the additional month of pension income for our previous (and taxable) state? Or is this something that I can adjust within TurboTax?
‎June 4, 2019
10:31 PM