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cecarson
New Member

When asking for state selection re 1099-R, does it mean the state the form is from or the state I lived in when I received it?

 
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AnnetteB
Intuit Alumni

When asking for state selection re 1099-R, does it mean the state the form is from or the state I lived in when I received it?

If you are in the actual Form 1099-R entry screens, enter the information exactly as it is reported on the form itself.

If you are seeing that question in another context, income from retirement plans, such as reported on Form 1099-R, is reported according to your state of residence, not the state from which the check is issued. 



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