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June 1, 2019
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"Did you receive this form 1099-r while living in one of these states . . .?" Is it asking when I withdrew the money (one state) or when I received the 1099-R (different

  • June 1, 2019
  • 1 reply
  • 14 views

withdrew $ from IRA in April, moved to another state, received 1099-R at end of year, so does "did you RECEIVE this 1099-R while living in one of these states" mean literally when I received the form?

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No, it is actually asking what state did you live in when you received this income.  I can see how this could be confusing.

1 reply

Answer
June 1, 2019

No, it is actually asking what state did you live in when you received this income.  I can see how this could be confusing.