turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Should I file a North Carolina State Return?

My mother is 90 years old and owes no federal taxes. Her 1099 R total 10,719.23. In the box 14 it states NC distribution. She has never worked in NC. Her money comes from SS and Pensions from Indiana.

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
TomD8
Level 15

Should I file a North Carolina State Return?

Retirement income is taxable by the recipient's state of residence at the time they receive it.  If your mother was a resident of NC at the time she received the income on the 1099-R, it is NC income.  Doesn't matter what state it came from.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

View solution in original post

1 Reply
TomD8
Level 15

Should I file a North Carolina State Return?

Retirement income is taxable by the recipient's state of residence at the time they receive it.  If your mother was a resident of NC at the time she received the income on the 1099-R, it is NC income.  Doesn't matter what state it came from.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies