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Living in CA & AZ for 6 months each. 1099-R (example) shows 50,000.00. Do I report 1/2 of payments for each state for federal and state?

 
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DS30
New Member

Living in CA & AZ for 6 months each. 1099-R (example) shows 50,000.00. Do I report 1/2 of payments for each state for federal and state?

It depends.

No - If you received your 1099-R income only when you where a resident of one of the states, then only report it on that state's part-year resident income tax return. So if you received all your 1099-R income as a resident of CA, only report the full amount on your CA part-year resident state income tax return.

Yes - If your 1099-R income is received evenly throughout the year, you will report divide the 1099-R income and report it based on your part-year residency in each state. So if you are a CA and AZ part-year resident for 1/2 the year in each state, then report half of the 1099-R income on each state's part-year resident state income tax return.

Check below for more information about filing a part-year state tax return (Please select "see entire answer" to see full answer)

https://ttlc.intuit.com/replies/3302008

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1 Reply
DS30
New Member

Living in CA & AZ for 6 months each. 1099-R (example) shows 50,000.00. Do I report 1/2 of payments for each state for federal and state?

It depends.

No - If you received your 1099-R income only when you where a resident of one of the states, then only report it on that state's part-year resident income tax return. So if you received all your 1099-R income as a resident of CA, only report the full amount on your CA part-year resident state income tax return.

Yes - If your 1099-R income is received evenly throughout the year, you will report divide the 1099-R income and report it based on your part-year residency in each state. So if you are a CA and AZ part-year resident for 1/2 the year in each state, then report half of the 1099-R income on each state's part-year resident state income tax return.

Check below for more information about filing a part-year state tax return (Please select "see entire answer" to see full answer)

https://ttlc.intuit.com/replies/3302008

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