Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 3
posted Jan 31, 2024 3:25:36 PM

Wrong state withholding.

Just moved to NE mid Dec. Both my IRA 1099's (same IRA) has my new address and 1 has CA withholding (correct) and one has withholding for NE (incorrect) because I received this income while still living in CA.

 

Jerry

0 1 317
1 Replies
Expert Alumni
Feb 1, 2024 9:21:03 AM

You need to file CA and NE part year resident returns. Allocate the income reported on both 1099's to CA when you file CA part-year resident return. You will get back any taxes withheld by NE on your 1099. 

How do I allocate (split) income for a part-year state return?