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Level 1
June 4, 2019
Solved

Retirement Income from another state

I received retirement income from CT (state I worked in but do not live in). There isn't any state tax withheld on the 1099-R. My state (MA) allows a tax break for teachers. Do I claim this income under home state or do I have to submit a tax return to the other state?


TomD8Answer
Alumni - Champ
June 4, 2019

You claim it under your current home state.  Retirement income is taxable by your state of legal residence at the time you receive it.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

1 reply

TomD8Alumni - ChampAnswer
Alumni - Champ
June 4, 2019

You claim it under your current home state.  Retirement income is taxable by your state of legal residence at the time you receive it.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.