I am having an issue with my WI state taxes and my 1099-R information. I have lived in NC for 20+ years and it is my permanent residence. I am not a resident of WI but received an inherited IRA in 2021 and received a 1099-R. I had federal taxes taken out but did not have any state taxes taken out. This is the only income I received from WI. I input all the information on the 1099-R including boxes 14 with 0.00 tax withheld and 15 with the state # but when I completed my WI taxes it did not pull the 1099-R taxable amount. I know this because when I review the WI tax summary it says I have 0 taxable income in WI. There seems to be a glitch pulling over the taxable income information from the 1099-R into the WI state form. I am using the online version. Thanks for any assistance you can provide!
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An IRA is a qualified retirement plan and not taxable out of state, see page 10 Pub 126 How Your Retirement Benefits Are Taxed
why does everybody assume there is a "glitch" ?
TurboTax is working correctly.
You do NOT have WI income so you don't need to file a WI return unless you had WI withholding on the 1099-R. The distribution is taxable on your resident state return only. Leave boxes 14 thru 19 empty.
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