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New Member
posted Feb 18, 2025 9:00:11 AM

1099R had wrong state for last 10 years, never caught mistake don't know what to do

0 4 1131
4 Replies
Level 15
Feb 18, 2025 9:07:20 AM

What state?   Was it a state that has a state income tax?  Are you in a state with a state income tax?   Does your state tax retirement income?  What state are you in---and is that where you have been for all ten years?

New Member
Feb 18, 2025 11:08:12 AM

Illinois received the money, I don’t believe they tax pensions. The state that I live in and have lived in the entire time of pension is Arkansas, which taxes pensions, at least some of it.

Expert Alumni
Feb 18, 2025 11:51:43 AM

Yes, correct on both counts.

IL does not tax pensions earned from working there. Arkansas does partially exempt federal and state and  private retirement. Military is fully exempt.

 

All income automatically goes to your resident state return. Arkansas allows you to make the necessary subtractions.

 

[Edited 2/18/2024 12:39 PST] Thanks   @SteamTrain @dmcgurn 

Level 15
Feb 18, 2025 12:35:35 PM

@AmyC 

 

Arizona?   OP indicated Arkansas...though the answer may, or may not change.