My husband's pension was from a Virginia account. We moved North Carolina where that pension was taxed from 2000 to 2020. Does retirement income adjustment apply?

msnita0603 · ‎April 6, 2025

xmasbaby0 · ‎April 6, 2025

Enter your 1099R for the pension in the federal software. Information flows from the federal return to the state return. The software will take care of calculating whether the pension is taxable in the state you live in now. You pay state tax to the state you live in---not to the state that sent the pension to you. Or did you move during the year in 2024? If you moved during 2024, you might need to file part-year returns in each state.

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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My husband's pension was from a Virginia account. We moved North Carolina where that pension was taxed from 2000 to 2020. Does retirement income adjustment apply?