I am doing my mother's taxes. She had a stroke and my brother and I are her powers of attorneys. She lived in Kansas and her bank that received the RMD is in Kansas. Her mailing address was changed to Oklahoma where my brother lives, so her 1099-R has OK for the state tax withheld. I am filing her taxes in Kansas. I talked to JP Morgan who are the payer's on the 1099-R and they say to call the retirement company to get myself put on account as power of attorney, then they could file a corrected form. Would it be legal if I just filed an OK state tax also and not go through the correction?
You'll need to file two state tax return with federal tax return for your mother. Oklahoma non-resident tax return and Kansas resident tax return. Do Kansas state return first, then to do non resident state return follow these steps
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