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Level 1

Don't know how to answer where distribution came from

I receive a public safety pension from California.  Most of last year I lived in Nevada, moving to Arizona in September.  When entering my 1099 info, it asks where the distribution came from.  Do I mark public safety?  or is that only if it is from and AZ public safety pension.  I have never been asked this before so it is confusing.

 

Also, what do I put in the AZ distribution amount?  None because it's not from AZ or just the 4 months we lived in AZ in 2019

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Accepted Solutions
Employee Tax Expert

Don't know how to answer where distribution came from

Yes, choose retired Public Safety Officer when you enter your 1099-R in your Federal return. 

 

It doesn't matter that your pension is from California; it belongs to the state you reside in. 

 

Since you moved from Nevada to Arizona in 2019, you will file a Part-Year Resident State Return to Arizona.

 

You are correct that you will Allocate the % between the two states you lived in (66% to Nevada, 33% to Arizona).

 

Click this link for more info on How to file a Part-Year Resident Return

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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1 Reply
Employee Tax Expert

Don't know how to answer where distribution came from

Yes, choose retired Public Safety Officer when you enter your 1099-R in your Federal return. 

 

It doesn't matter that your pension is from California; it belongs to the state you reside in. 

 

Since you moved from Nevada to Arizona in 2019, you will file a Part-Year Resident State Return to Arizona.

 

You are correct that you will Allocate the % between the two states you lived in (66% to Nevada, 33% to Arizona).

 

Click this link for more info on How to file a Part-Year Resident Return

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

View solution in original post

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