State 1099-R Incorrect

Cowboy10 — Wed, 11 Feb 2026 04:12:41 GMT

My mother received a 1099R showing 11 months pension earnings in one State (VA) and one month pension in KY. She was a KY resident for the full 12 months but her record was not changed until Nov. How do I go about reporting the total income in KY and none in VA?

Re: State 1099-R Incorrect

MayaD — Wed, 07 Feb 2024 18:23:20 GMT

Your mom should file VA non-resident state return to receive a refund for taxes withheld.

To ensure accurate calculations, always complete the non-resident return first.

Make sure you've filled out the Personal Info section correctly:

With your return open, select My Info in the menu.
On the Personal info summary screen, scroll down to Other State Income, and select Edit.
At the Did you make money in any other states? question, answer Yes and make sure your nonresident state(s) are selected from the drop-down.

On your VA return, it will show your federal income and ask you to allocate what is sourced in that state, you will say 0

On your KY return, it will show your federal income and ask you to allocate what is sourced in that state, and you can select all.

topic Re: State 1099-R Incorrect in State tax filing

State 1099-R Incorrect

Re: State 1099-R Incorrect

How do I file a nonresident state return?