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.
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.
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.