Turbotax asks if you were living in 1 of certain states when the 1099-R was received, but then says to check up 2 states - do they mean when the income was received?

[GaryS]

I moved states midway through 2024 and both states are in the list, but was only living in the 2nd state when the Form 1099-R was actually received in 2025.

[SteamTrain · Accepted solution]

No...it is when the actual Income was received.

i.e., if you received pension $$ monthly, and moved 8-mos into the tax year, then 8mos of it was received in one state, and 4mos worth was received after moving to the second state.

[GaryS]

Thank you, and that's what I assumed.  It didn't make sense to focus on where one is living on the date a 1099-R form is received since that wouldn't be until the following tax year.  Also, it's doubtful that anyone would be living in 2 states on the specific date the form is received.  So, it looks like that step in TurboTax is just poorly worded.