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posted Apr 8, 2021 11:26:36 AM

1099R

I have a 1099R that is issued from California from the California Public Employees Retirement System.  But live in Arizona.  When turbotax ask where is the distribution from.  Do I need to put a dollar value in the Arizona distribution amount?

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1 Replies
Expert Alumni
Apr 8, 2021 12:14:24 PM

Yes, your retirement income is reported in the State you Reside in, so your 1099-R distribution would be considered Arizona Income.

 

However, your pension income is reduced by $2,500 in Arizona.

 

Click this link for more info on Retirement Income in Arizona