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Level 2

Question

State tax return - early withdrawal from Teachers retirement system

4 replies
36 views

My daughter withdrew the total amount that was in her Louisiana teachers retirement account and received a form 1099-R showing fed taxes withheld but nothing for state. She currently lives in Delaware and teaches in PA. My question is does she need to file a Louisiana state tax return. I assume the withdrawal amount wouldn't need to be included in her Delaware or PA state returns?

Alumni - Intuit

NO, you don't need to file Louisiana state tax return, although, retirement was taxable in the state where the taxpayer lived when they withdrew the distribution. Retirement income is only taxable where you are living. It is not taxable in a nonresident state or the state where the retirement was funded if you are no longer living there. Therefore, it is taxable to Delaware but non-taxable to Pennsulvania.

[EDITED 3/18/2021 @ 9:26 PM.]

Level 2

Thanks for the response , this definitely helps and will allow me to complete her returns.