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G8tr
New Member

1099-R line 14 shows an amount distribution to a state I did not live in in 2019. I did live there in 2018. Problem? Suggestions?

 
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MarilynG1
Expert Alumni

1099-R line 14 shows an amount distribution to a state I did not live in in 2019. I did live there in 2018. Problem? Suggestions?

Report your 1099-R in your Federal Return.  If there is an amount of State Tax Withheld showing in Box 14, and you didn't live in that state in 2019, you could file a Non-Resident State Return to get that amount refunded.

 

Click this link for info on How to File a Non-Resident Return.

 

Normally State Tax is not withheld on Retirement Distributions, as retirees move frequently. 

 

You could contact the Plan Administrator and ask that no State Tax be withheld going forward, or at least change the State Withholding to the state you are a Resident of.

 

 

 

 

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