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ET2
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Virginia taxes on retirement plan income previously taxed by another state. I was a resident of AR for several years during contributions and then a resident of VA later.

I received a 1099-R for an annuity I had been making contributions to for more than 30 years. All contributions were taxed by state since they were paid as an allotment to the insurance company directly from Military and Military Retired Pay.  I was a resident of AR originally, but became a VA resident in Sep 2001 (after retiring from the military in VA). Some contributions were taxed by AR (almost half) and some were taxed by VA. TurboTax is asking questions on my state return about this income (Retirement Plan Income Previously Taxed by Another State) and I am not sure the questions are worded correctly to get the correct outcome - I am struggling to understand the law/rules. I think I need help with this area of my VA State return to insure I have no issues with the correct amount owed to VA.

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1 Reply

Virginia taxes on retirement plan income previously taxed by another state. I was a resident of AR for several years during contributions and then a resident of VA later.

It appears the question from VA is self explanatory. The answer should be the amount taxed by other state, in this case, AR. (The full amount, as appears in your form/forms 1099-R). If several 1099's were sent to you, add them up and write the amount in the box where the question is asked, because yes, you had money's taxed by another state (AR).

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