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Level 2
Mar 8, 2021 3:48 PM UTC
Solved

1099-r

My wife gets a retirement from a state that we do not live in. Do I need to file in the state that her 1099-r originates from or in my present state/

    DoninGA
    DoninGAAnswer
    Level 15
    Mar 8, 2021 3:51 PM UTC

    The state that issues the Form 1099-R is not relevant.  Unless you have lived or worked in that state in 2020 or there are state income taxes withheld on the 1099-R for that state.

    2 replies

    DoninGA
    Level 15
    DoninGALevel 15Answer
    Level 15
    Mar 8, 2021 3:51 PM UTC

    The state that issues the Form 1099-R is not relevant.  Unless you have lived or worked in that state in 2020 or there are state income taxes withheld on the 1099-R for that state.

    Level 2
    Mar 8, 2021 3:53 PM UTC

    Thanks, that answers my question