topic Re: Incorrect 1099-R in State tax filing

Incorrect 1099-R

robert-lomenick — Sat, 15 Feb 2025 21:27:28 GMT

I moved from GA to CO on 1/1/25, but a pension administrator incorrectly showed me moving to CO on 12/1/25. So, they sent a 1099-R form for 1 month showing the state of CO in box 15. How do I address this in Turbo Tax?

Re: Incorrect 1099-R

robert-lomenick — Sat, 15 Feb 2025 21:28:49 GMT

Meant to say the pension administrator showed me moving to CO on 12/1/24.

Re: Incorrect 1099-R

MaryK4 — Sun, 16 Feb 2025 01:12:55 GMT

In TurboTax, do not add the Colorado tax return for 2024. Make sure that all of the income is included on your Georgia return. If TurboTax gives you an error, delete the Box 15-16 entry. If you did not move to Colorado until 2025, you do not have to file a Colorado tax return for 2024.