Pension from another state

3 replies
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My pension comes from NY but the program keeps showing it from my state of residence (PA) once I go to the state form. I show nothing on the 1099 R that I can enter to show it's from NY (no codes in boxes 12-14). How can I clarify this for the program?

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SweetieJeanAnswer

Alumni - Champ

Since you received it while a resident of PA, it is claimed on your PA state return. NY does not come into play. (It is no different than, say, if you received interest from an out of state bank.)

SweetieJean

Answer

Alumni - Champ

Since you received it while a resident of PA, it is claimed on your PA state return. NY does not come into play. (It is no different than, say, if you received interest from an out of state bank.)

retiree2

Level 2

Well, the state pension distribution agency for Arizona State Retirement withheld AZ state income tax instead of NM income tax even though they acknowledge that a change of address with filed in 2016 when we moved from AZ to NM>