turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

grit2016
New Member

I failed to stop my GA state tax deduction when I moved to IL. The GA deduction is shown on my 1099-R. Should I report it and how?

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies

I failed to stop my GA state tax deduction when I moved to IL. The GA deduction is shown on my 1099-R. Should I report it and how?

Yes--you enter your 1099R just as it appears.  If you want to seek a refund of GA tax that was withheld from your retirmement income you will need to file a non -resident  (or part year) return for GA.   You do not mention when you moved from GA to IL so it is unclear whether you need to fill as non-resident or part year.  The good news is that IL does not tax retirement income so you will not need to withhold IL tax from future distributions.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
PaulaM
Expert Alumni

I failed to stop my GA state tax deduction when I moved to IL. The GA deduction is shown on my 1099-R. Should I report it and how?

Do you mean GA state tax withholding? If so, yes contact your retirement administrator and change your state to your current one. You'll need to file a nonresident GA state tax return to receive a refund of those taxes withheld.

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

I failed to stop my GA state tax deduction when I moved to IL. The GA deduction is shown on my 1099-R. Should I report it and how?

But also, the prior point about when you moved to IL is important...IF you moved to IL sometime during 2023, then you need to file Part-Year GA,and part-year IL, tax returns...and the portion of your retirement income you received before moving to IL is still potentially taxable income for GA.   

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies