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Level 1
posted Apr 15, 2021 7:39:30 AM

I moved in 2019 to Florida and I had direct deposit for my retirement and SS accounts and never changed my address. What do I do

I moved in 2019 to Florida and I had direct deposit for my retirement and SS accounts and never changed my address. What can I do . I have corrected that problem recently.

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4 Replies
Expert Alumni
Apr 15, 2021 8:45:46 AM

 

This should not be a problem as long as you still have the same accounts.  It doesn’t matter what state they are in.

 

You should change your residence to Florida in My Info, or Personal Info.

Level 15
Apr 15, 2021 8:47:25 AM

Did you not receive your 1099-R and SSA-1099 forms?   Were state taxes withheld for the "old" state?

Level 1
Apr 17, 2021 11:22:39 AM

Yes, They sent the 1099's to my NY address and my daughter sent them to me in Florida.

Expert Alumni
Apr 22, 2021 7:18:13 PM

So far, I don't see a problem. As SweetieJean asked, were taxes withheld for New York? Otherwise, what is your concern?