topic Re: 1099-R distribution code 4 in State tax filing

1099-R distribution code 4

jtessmer68 — Sun, 09 Mar 2025 17:26:43 GMT

my wife receives a 1099-R with distribtuion code 4 from state"A". Her previous husband passed away as a police officcer in state "A" and she gets a monthly amount sent to her, summarized in this 1099-R. We live in state "B". i am presuming this is not taxable in "A" (there is no state withholding, only federal) but how do i find out if it is taxable on the state "B" return we file? Thank you.

Re: 1099-R distribution code 4

Mike9241 — Sun, 09 Mar 2025 17:32:41 GMT

SCOTUS has ruled only the state where the taxpayer resides can tax a retirement distribution earned in a different state. However, you need to file in that sate to get back any state withholding.

Re: 1099-R distribution code 4

jtessmer68 — Sun, 09 Mar 2025 18:19:44 GMT

thank you...so just to confirm, you are saying the distribution IS taxable in state B, the state we reside, correct??

Re: 1099-R distribution code 4

MinhT1 — Sun, 09 Mar 2025 18:33:16 GMT

Yes, you are correct.

Re: 1099-R distribution code 4

jtessmer68 — Sun, 09 Mar 2025 18:34:53 GMT

thank you for your help. i appreciate it.