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gabicastro1908
New Member

I am a full time resident of Florida but receive retirement income 1099 R from the State of Utah do I need to file Utah State tax.

 
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Phillip1
New Member

I am a full time resident of Florida but receive retirement income 1099 R from the State of Utah do I need to file Utah State tax.

No.

Retirement income paid from the state of Utah is not considered Utah source income for nonresidents:

Utah Source Income includes the following:

  • All income or loss earned while a Utah resident regardless of source.
  • Income or loss from ownership in real or tangible personal property located in Utah.
  • Income or loss from intangible personal property (such as annuities, dividends, interest, etc.) if it is from property used to conduct business in Utah.
  • Income or loss from carrying on a trade or business in Utah.
  • Instances where an individual took a subtraction from Utah taxable income in a previous year for a Utah Educational Savings Plan (UESP), and is required to include that subtraction back as an addition to income for this year.
  • A person’s share of any gain, loss, interest, or deduction derived from or connected with Utah sources that has been allocated to them as a beneficiary of a trust, real estate investment trust, or a pass-through entity (an entity taxed as a partnership or S-corporation).

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Phillip1
New Member

I am a full time resident of Florida but receive retirement income 1099 R from the State of Utah do I need to file Utah State tax.

No.

Retirement income paid from the state of Utah is not considered Utah source income for nonresidents:

Utah Source Income includes the following:

  • All income or loss earned while a Utah resident regardless of source.
  • Income or loss from ownership in real or tangible personal property located in Utah.
  • Income or loss from intangible personal property (such as annuities, dividends, interest, etc.) if it is from property used to conduct business in Utah.
  • Income or loss from carrying on a trade or business in Utah.
  • Instances where an individual took a subtraction from Utah taxable income in a previous year for a Utah Educational Savings Plan (UESP), and is required to include that subtraction back as an addition to income for this year.
  • A person’s share of any gain, loss, interest, or deduction derived from or connected with Utah sources that has been allocated to them as a beneficiary of a trust, real estate investment trust, or a pass-through entity (an entity taxed as a partnership or S-corporation).
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