Retirement section concerning moving to another states

Forum|Forum|6 years ago
April 10, 2020
3 replies
12 views

I am using Turbo Tax and entering my 1099R. It then asks if I received it while living in more than one state. If I mark yes they want Arizona's info and my form only has info from California. We moved from CA to AZ. Do I mark no and deal with it somewhere else or mark yes, then how do I enter the info

AmyC

Alumni - Intuit

Mark only your CA information on the 1099R since that is all there is. Then you will fill out a part year return for each state and can mark the amount received in each state as you go through the individual states.See How do I file a part-year state return?

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cb707Author

Level 2

The woman I spoke to on the phone was very helpful and helped me get through the federal portion of the turbo tax and figure out how I address this issue there. At the time I was lacking two pieces of information, not related to this, to finish my federal taxes.

Now I am to the state tax return portion and I am looking at this and wondering where I look to find what they want and trying to understand what they are asking for. I will need to call again and get this worked out. for us laymen sometimes information is not clear.