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

dmcgurn · ‎February 18, 2025

xmasbaby0

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?

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

dmcgurn

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.

AmyC

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

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

SteamTrain

@AmyC

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

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Expert does your taxes

Do it yourself

Resources

Support

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