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IRA Distributions when living in multiple states

I took my IRA distributions for this year while living in Florida. I then moved to Wisconsin. My understanding is this is Florida income, not Wisconsin income. However, Turbo Tax is counting this as Wisconsin income. Am I wrong or is there an issue with Turbo Tax, or something I'm missing in Turbo Tax? TIA.

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2 Replies
AnnetteB6
Employee Tax Expert

IRA Distributions when living in multiple states

Since the distribution from the IRA took place while you were a resident of Florida, you are correct, it is considered to be Florida income.

 

Being a part-year resident of Wisconsin, you should be filing a part-year resident tax return.  As you go through the part-year return for Wisconsin, you should see inputs asking to allocate your income between Wisconsin and not-Wisconsin.  This is where you would indicate that the income from the IRA distribution was not Wisconsin income.

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IRA Distributions when living in multiple states

Thanks, I will look through Turbo to see where I can make that entry.

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