topic Form 1099-R Michigan in State tax filing

Form 1099-R Michigan

coffeeguy — Thu, 03 Feb 2022 15:40:05 GMT

I withdrew my 401K in March at age 64 while living in Michigan to purchase a house in Indiana where I then moved in June to retire. Is this amount then reported as Michigan income as a Part-Year resident?

Re: Form 1099-R Michigan

MayaD — Thu, 03 Feb 2022 16:04:27 GMT

Yes. It is considered Michigan Income.

File Part-Year resident returns for Indiana and Michigan and report all the 401K distributions on your Michigan return.

How do I allocate (split) income for a part-year state return?

Re: Form 1099-R Michigan

coffeeguy — Thu, 03 Feb 2022 16:33:25 GMT

Thank you very much!