Skip to main content
TurboTax
Community
TurboTax
TurboTax
R
rodneyavey
Level 2
October 28, 2022
Solved

state Taxes on IRA distribution IRA

  • October 28, 2022
  • 2 replies
  • 31 views

I became a South Dakota Resident on 11/22/2021.  SD does not have a state tax.  I received an IRA distribution on 12/1/2021. I this the distribution taxable in my former state (iowa) in 2021?

    Best answer by TomD8

    On Line 48 of the IA 1040 you will enter the part-year resident credit that you calculated on the IA 126.

    2 replies

    Mike9241
    Level 15
    Mike9241Level 15
    Level 15
    October 28, 2022

    what was the date of distribution? not the date you received it. 

    Mike9241
    R
    rodneyaveyAuthor
    Level 2
    October 28, 2022

    Distribution date and received date are the same 12-1-2021. (account transfer)

    T
    Alumni - Champ
    TomD8Alumni - Champ
    Alumni - Champ
    October 28, 2022

    The instructions for line 8, Taxable IRA Distributions, on the 2021 IA Form 126 "Iowa Non-resident and Part-year resident Credit Schedule" state:  "Report any taxable IRA distributions received while an Iowa Resident".

    https://tax.iowa.gov/sites/default/files/2021-12/IA126%2841126%29.pdf

     

    **Answers are correct to the best of my ability but do not constitute tax or legal advice.
    R
    rodneyaveyAuthor
    Level 2
    October 28, 2022

    That line is used to calculate part year residents.  I did not include the IRA distribution here.

    Any help with IA-1040 line 8. Taxable ITA distributions?  It does not identify residency.

     

    Instruction say:

    Taxable IRA Distributions
    Line: 8
    Step: 5
    Step Subject: Gross Income
    Enter the amount of taxable IRA distributions as shown on your federal return.

    T
    Alumni - Champ
    TomD8Alumni - ChampAnswer
    Alumni - Champ
    October 28, 2022

    On Line 48 of the IA 1040 you will enter the part-year resident credit that you calculated on the IA 126.

    **Answers are correct to the best of my ability but do not constitute tax or legal advice.
    TurboTax flag icon

    Unlock tailored help options in your account

    Create an account
    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Explore your options
    Terms & ConditionsAccessibility statement
    Sitemap
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2026 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    About Cookies Manage cookies

    TRUSTe nResult Certified e-File C-Level Security Certification
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    © 2026 Intuit Canada ULC or its affiliated companies. All rights reserved. Intuit, QuickBooks, QB, TurboTax and ProFile are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

    Copyright © Intuit Canada ULC, 2026. All rights reserved.

    About Cookies Manage cookies

    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    © 2026, Entreprises Intuit Canada ULC ou ses sociétés affiliées. Tous droits réservés. Intuit, QuickBooks, QB, TurboImpôt et ProFile sont des marques déposées d’Intuit Inc. Les modalités, prix, fonctions et options de service et de soutien peuvent changer sans préavis.

    © 2026, Entreprises Intuit Canada ULC. Tous droits réservés.

    À propos des témoins Gérer les témoins