1099-R tax form for wrong state

Forum|Forum|5 years ago
January 21, 2021
2 replies
37 views

My 1099-R tax form for year 2020 for pension is wrong. I moved from NJ to PA in 2019. Apparently I let the brokerage know in January 2020. So I now have one tax form for NJ and one for my new state PA. This is Fidelity and the person answering their phone says they make no correction to tax forms unless it is their error.

So do I just ignore NJ and deal with it if they contact me? It is not taxed income by either state.

Best answer by ErnieS0

Yes, if Fidelity will not correct your 1099-R remove any New Jersey state information on the pension screen from TurboTax.

Nonresident pension income is not subject to NJ tax so the state should not contact you.

If NJ does come calling, explain that the state code was in error and that you were a full-year Pennsylvania resident in 2020. You can always send a copy of your 2020 PA return as proof.

ErnieS0Answer

Level 15

Yes, if Fidelity will not correct your 1099-R remove any New Jersey state information on the pension screen from TurboTax.

Nonresident pension income is not subject to NJ tax so the state should not contact you.

If NJ does come calling, explain that the state code was in error and that you were a full-year Pennsylvania resident in 2020. You can always send a copy of your 2020 PA return as proof.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"