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terimac4
Level 5
March 17, 2025
Question

Retirement Income

I can't remember how I did this last year!

 

I am receiving a retirement income from California, but I now live in North Carolina, so I pay the STATE taxes when I file my taxes.

 

When I put in my 1099 R info, a screen pops up that says:

"Where is this distribution from?"

 

I checked "none of the above," which is army, railroad, etc., but there are 3 boxes that say:

North Carolina distribution amount (it prefills the amount of my 1099)

North Carolina withholding

Payers NC State ID No

 

I am guessing my income goes here to determine what I owe NC? Or should it be blank?

 

Thank you!

    3 replies

    KrisD15
    KrisD15
    Alumni - Intuit
    March 17, 2025

    Yes, since you are a full-year resident of North Carolina, you would allocate all of the distribution to North Carolina. 

     

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
      terimac4Author
      Level 5
      March 17, 2025

      It is forcing the entire amount into BOX 16. Is that correct? I read other suggestions that it should be blank. I had removed the CA code from BOX 15 as that was also a suggestion but it still puts the entire amount into the "distribution amount."

      RobertB4444
      Alumni - Intuit
      March 26, 2025

      The state distribution in box 16 should be the same as the amount in box 2a.

       

      @terimac4 

      **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
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