Should a Maryland State 1099R cause prompts for filing a nonresident return in Massachusetts

[cjmeyer120217]

Promt I'm getting while reviewing my MD State 1099R. "Consider filing a nonresident MA return When you start working on state taxes, you should consider filing this since you had income taxes withheld for MA." Then when asking where my distribution is from it say Massachusetts State as the option. should this happen

[MaryK4]

No, a Maryland 1099-R should not prompt you to file a nonresident return in Massachusetts  unless there is an entry error in the state portion of your federal 1099-R screen. This typically happens because "MA" was accidentally selected or imported into Box 15 (the state field) instead of "MD".

How to Fix the 1099-R Entry

1. Navigate to Federal > Wages & Income > Retirement Plans and Social Security.
2. Select Edit/Review next to the Maryland 1099-R.
3. Scroll down to the State Information section (Boxes 14-16).
4.   If it says "MA," change it to "MD" to match your physical form.
5.  Ensure no tax was accidentally entered as withheld for Massachusetts.
6.  When you continue, if you are prompted with a list of states, ensure you select "Maryland"

If you've already corrected the state code to "MD" and the prompt persists, try deleting the 1099-R entirely and manually re-entering it rather than using the import feature.

[SteamTrain]

@cjmeyer120217 

Edit all your 1099-R forms.

Make sure the correct state two letters are in box 15 and actually match what's on your paper foprms

MA=Mass

MD=Maryland

_____________

And where do you actually live?

If you are filing MAss taxes because you lived in Mass during 2025, and the 1099-R actually did withhold MD taxes...then you have to file non-Res Maryland to get that withholding back....because MD shouldn't tax the pension if you are living in Mass in 2025.

Or do you actually live in Maryland all this time?