1099-R: Enter the portion of the income you received from sources in Kansas or while you were a resident of Kansas. If I've already input from fed, do I enter the same?

posted

Connect with an expert

11 Replies

1099-R: Enter the portion of the income you received from sources in Kansas or while you were a resident of Kansas. If I've already input from fed, do I enter the same?

Are you entering a Part-Year Kansas return?

1099-R: Enter the portion of the income you received from sources in Kansas or while you were a resident of Kansas. If I've already input from fed, do I enter the same?

Yes

1099-R: Enter the portion of the income you received from sources in Kansas or while you were a resident of Kansas. If I've already input from fed, do I enter the same?

I'm simply not understanding what I'm being asked to enter. What is meant by "sources in Kansas?"

1099-R: Enter the portion of the income you received from sources in Kansas or while you were a resident of Kansas. If I've already input from fed, do I enter the same?

None of my 401(k) was received from any source in the state.

1099-R: Enter the portion of the income you received from sources in Kansas or while you were a resident of Kansas. If I've already input from fed, do I enter the same?

Jesus, nevermind. Going to file with a local tax pro.

1099-R: Enter the portion of the income you received from sources in Kansas or while you were a resident of Kansas. If I've already input from fed, do I enter the same?

The relevant portion of this question is "While you were a resident of Kansas." Just enter the portion for the months you lived in Kansas, ie Amount / 12 x Number of Months. Your former state gets the reciprocal amount.

1099-R: Enter the portion of the income you received from sources in Kansas or while you were a resident of Kansas. If I've already input from fed, do I enter the same?

I took the entire distribution while I was still a state resident.

1099-R: Enter the portion of the income you received from sources in Kansas or while you were a resident of Kansas. If I've already input from fed, do I enter the same?

To clarify: lived in Ks from 01/2017 to 05/2017 and then moved to Co. Have lived in Co since.

1099-R: Enter the portion of the income you received from sources in Kansas or while you were a resident of Kansas. If I've already input from fed, do I enter the same?

Took the entire distribution in May, while a Ks resident.

1099-R: Enter the portion of the income you received from sources in Kansas or while you were a resident of Kansas. If I've already input from fed, do I enter the same?

You're saying I need to allocate the entire distribution to my Kansas return. Yes?

1099-R: Enter the portion of the income you received from sources in Kansas or while you were a resident of Kansas. If I've already input from fed, do I enter the same?

If you took your distribution while you were a resident of Kansas, then you will "Allocate" (assign) that distribution to Kansas.

When you are working on a Part-Year Resident return, the software assumes nothing regarding your income and expenses except in relation to W-2's, which have a state assigned to them. Therefore, you must manually review the return(s) for accuracy.

Still have questions?