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!
You'll need to sign in or create an account to connect with an expert.
Yes, since you are a full-year resident of North Carolina, you would allocate all of the distribution to North Carolina.
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."
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
kpareek
New Member
PT768
Returning Member
fmsqueen2019
New Member
maa10
New Member
Erinjane28
New Member