I received two 1099-R forms from RBC, one erroneously assumes I live in Kansas and witheld Kansas tax. Do I file both?

rvhall6 · ‎June 6, 2019

DanielV01 · ‎June 6, 2019

Yes. You always report all of your income. You will want to file a separate Kansas nonresident return, and make sure it shows $0 in income. If you did not live in Kansas, you do not pay KS tax on your retirement. However, to receive a refund for the mistaken withholdings, you need to file a KS nonresident return to do so and make sure that the plan administrator knows to stop withholding Kansas tax on that retirement income in the future.

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DanielV01 · ‎June 6, 2019

Yes. You always report all of your income. You will want to file a separate Kansas nonresident return, and make sure it shows $0 in income. If you did not live in Kansas, you do not pay KS tax on your retirement. However, to receive a refund for the mistaken withholdings, you need to file a KS nonresident return to do so and make sure that the plan administrator knows to stop withholding Kansas tax on that retirement income in the future.

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

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I received two 1099-R forms from RBC, one erroneously assumes I live in Kansas and witheld Kansas tax. Do I file both?