Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Your taxes, your way. Get expert help or do it yourself. >> Get started
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 
therogfam
New Member

I lived in two states in 2016 and have a 1099-R for each for the same plan. Do I combine the amounts or make two 1099-R entries?

 
1 Best answer

Accepted Solutions
KenH1
New Member

I lived in two states in 2016 and have a 1099-R for each for the same plan. Do I combine the amounts or make two 1099-R entries?

Enter both 1099-Rs since they are pro-rated by state. This will tell the software to allocate the distribution and any taxes withheld to the correct state tax return.

When you get to the state tax section, prepare your non-resident state return before your resident state return, so that your resident state will credit you for any taxes paid to the other state.

View solution in original post

4 Replies
KenH1
New Member

I lived in two states in 2016 and have a 1099-R for each for the same plan. Do I combine the amounts or make two 1099-R entries?

Are the 1099-R amounts pro-rated by state, or,  are they identical except for the state
therogfam
New Member

I lived in two states in 2016 and have a 1099-R for each for the same plan. Do I combine the amounts or make two 1099-R entries?

pro-rated by state
KenH1
New Member

I lived in two states in 2016 and have a 1099-R for each for the same plan. Do I combine the amounts or make two 1099-R entries?

Enter both 1099-Rs since they are pro-rated by state. This will tell the software to allocate the distribution and any taxes withheld to the correct state tax return.

When you get to the state tax section, prepare your non-resident state return before your resident state return, so that your resident state will credit you for any taxes paid to the other state.

therogfam
New Member

I lived in two states in 2016 and have a 1099-R for each for the same plan. Do I combine the amounts or make two 1099-R entries?

Thank you!

About Community

Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement.

3.49m
Members

2.62m
Discussions

Manage cookies
v