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Level 1
March 25, 2026
Question

Receiving a schedule K one form from another state or inherited 401(k), do I need to fill out a nonresident form for that state?

  • March 25, 2026
  • 1 reply
  • 222 views

I’ve received a schedule K-1 form for my mother’s estate in New York due to a cashed out 401(k) to the estate that was distributed evenly to me and my siblings. I’m a California resident. On the schedule K-1 there’s no indication of New York sourced or taxes that have already been paid. Do I need to fill out a New York nonresident IT- 203 form or just my California state tax return?

    1 reply

    Level 15
    March 25, 2026

    No, retirement distributions from New York are not taxable if you are a resident of another state when you received them.

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