Retirement tax questions

Yes, you can adjust this in TurboTax when you do the partial year returns for each state.

You would reduce the first state by one payment (the taxes withheld cannot be changed) and then the 2nd state you would increase pay one payment.

Then 2019 return will be easy when you stay in the state you just moved to.  Companies that issue 1099R's can be very reluctant to issue a corrected one.

View solution in original post