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bh9
Returning Member

Do you file early retirement withdrawal to every state that you receive income?

I worked in a few states this year. I had to take an early withdrawal from my retirement to use for something. How do I know which states I am to put it as income when filing?

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3 Replies
AmyC
Expert Alumni

Do you file early retirement withdrawal to every state that you receive income?

Working in multiple states is not the same as being a resident. You are a resident of where you call home, where you intend to come back, your drivers license, your voting, where do you call home? That is your resident state where you claim all the income you earned this year.

 

You also need to know if you need to file nonresident returns in the other states. Each state has different rules. Here is a list of state websites so you can determine your need to file.

 

 

  1. You will fill out tax forms for any non-resident states first.
  2. Then do your home state last and calculate a credit for all the taxes paid to other states.
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bh9
Returning Member

Do you file early retirement withdrawal to every state that you receive income?

Thank you for responding!

Out of the four states I worked in I was a part-time resident in two of them because I moved. The other two I have to file as nonresident so do I put the income from my early withdrawal in those states or no?

JohnB5677
Expert Alumni

Do you file early retirement withdrawal to every state that you receive income?

If you only took one distribution you should file that income in the state you were living in when you took the distribution.  If you took multiple distributions.  they would be allocated between the two resident states.

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