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Our pension plan sent state tax to previous state, not where we lived in 2016

 
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Accepted Solutions
MargaretL
Expert Alumni

Our pension plan sent state tax to previous state, not where we lived in 2016

You will have to file two returns: first a nonresident tax return for the state that tax was taken -you be able to receive most if not all tax back. Then file your resident state return, and if you pay any tax on the nonresident tax return, your resident state will give a credit for taxes paid to another state.  Since your resident state has no tax withheld on your pension, then most likely you will have tax due. But again, you should receive most or all taxes back from the nonresident tax return. 

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1 Reply
MargaretL
Expert Alumni

Our pension plan sent state tax to previous state, not where we lived in 2016

You will have to file two returns: first a nonresident tax return for the state that tax was taken -you be able to receive most if not all tax back. Then file your resident state return, and if you pay any tax on the nonresident tax return, your resident state will give a credit for taxes paid to another state.  Since your resident state has no tax withheld on your pension, then most likely you will have tax due. But again, you should receive most or all taxes back from the nonresident tax return. 

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