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1099R Death Payout - State Taxes Witheld for OR but I Reside in WA

I received a transfer on death payout for annuities after my dad passed away and had them mail it to where I was staying temporarily in OR while grieving, but I actually reside in WA that does not have an income tax.  What do I need to do in order to get the funds that were withheld for OR.  They took out $3500 which I would like to get back.  Please advise. 

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1 Reply
AmyC
Expert Alumni

1099R Death Payout - State Taxes Witheld for OR but I Reside in WA

The problem is, that it could be taxable to OR if it is OR Source income - which can include estate income. Take a look and see if your income is OR based and taxable to OR.

Either way, you will file an OR nonresident return and claim the tax paid. The question is, how much taxable income do you have.

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