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I moved from Alabama to Gerogia in 2016, but I took one distribution from my IRA account in 2017 without changing the withholding form, my mistake. Now, the 1099-R shows the state tax withheld for Alabama and also the total state distribution for that line item. Do I file a non-resident return for Alabama and claim, correctly, no Alabama state income? And how can I correctly claim the state distribution is actually Georgia income so it is taxed in Georgia?
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Yes. You can correct the Alabama withholding by filing an Alabama return. You will complete the Non-Resident form. You will also complete a Georgia Resident return and your IRA distribution will need to be reported on that return instead.
If you haven't done so already, contact your IRA plan administration or login to your account online to update your home address.
See this TurboTax article Multiple States - Where to File for more information.
Yes. You can correct the Alabama withholding by filing an Alabama return. You will complete the Non-Resident form. You will also complete a Georgia Resident return and your IRA distribution will need to be reported on that return instead.
If you haven't done so already, contact your IRA plan administration or login to your account online to update your home address.
See this TurboTax article Multiple States - Where to File for more information.
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