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Level 2
March 8, 2021
Solved

1099-r

  • March 8, 2021
  • 1 reply
  • 3 views

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/

    Best answer by DoninGA

    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.

    1 reply

    DoninGA
    Level 15
    DoninGALevel 15Answer
    Level 15
    March 8, 2021

    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
    March 8, 2021

    Thanks, that answers my question