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New Member
posted Jun 4, 2019 7:17:01 PM

Last year I moved from TX to NYC. The move happened towards the end of the year. I rolled over my 401k into my Roth IRA. Do I need to pay state tax on the Roth?

The income was all earned in Texas while I was a resident of Texas; no New York income was included in that roll over. 

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1 Best answer
New Member
Jun 4, 2019 7:17:03 PM

Unfortunately you will have to include this distribution as NY sourced if the distribution occurred during the time you were considered an NY part-year resident (regardless of the fact that your original income and 401(k) contributions were made while a resident of TX). Therefore any federally taxable distributions that occurred while a resident of NY, will also be taxed in NY. (If this was a non-taxable Roth conversion for federal income tax purposes, then it will not be considered taxable on your NY state income tax return.)

Check below for more information about filing a part-year state tax return (Please select "see entire answer" to see full answer)

https://ttlc.intuit.com/replies/3302008


1 Replies
New Member
Jun 4, 2019 7:17:03 PM

Unfortunately you will have to include this distribution as NY sourced if the distribution occurred during the time you were considered an NY part-year resident (regardless of the fact that your original income and 401(k) contributions were made while a resident of TX). Therefore any federally taxable distributions that occurred while a resident of NY, will also be taxed in NY. (If this was a non-taxable Roth conversion for federal income tax purposes, then it will not be considered taxable on your NY state income tax return.)

Check below for more information about filing a part-year state tax return (Please select "see entire answer" to see full answer)

https://ttlc.intuit.com/replies/3302008