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INCOME SECTION

Under the income section when you are a part year resident it asks " did you receive this 1099 r when you were a resident of a particular state. You then check a state box that applies. However if you are a part year resident you would never receive any a 1099 r in the tax year since tax forms come in the following year ie 2020 for calendar year 2019. Is this a typo in the program?  Should it read " did you EARN money form this 1099 r while living in a particular state ? It changes me owing a state 300 to getting all of my state tax back which I know is not correct. Thanks 

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1 Reply
AnnetteB6
Employee Tax Expert

INCOME SECTION

Technically, the question is not asking if your received the physical Form 1099-R while you were a resident of that state.  So, you are right about it not asking exactly the right question.  It should make it clear that it is asking if you received the distribution reported on the Form 1099-R while you were a resident of the state.

 

 

@watrdog205

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