1099-R: I moved to another state but forgot to update my address, so I received the form with the old state information on it

Forum|Forum|5 years ago
April 10, 2021
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Hello,

I lived in Massachusetts until May 2020, then I moved to Arizona, and obviously left my job in MA so I received the 1099-R total distribution form to my old address in MA which was forwarded to my new address in Arizona.

Question is, do I just enter it as is showing MA info in Boxes 14-16? Or should I contact Vanguard to get my address updated and get a new updated 1099-R form?

Not A Product Question

Best answer by PattiF

We received the check and the form 1099R both at our Arizona address, but it was forwarded with US Post Office, as we forgot to update the address with Vanguard after we moved out of MA, so I am just not sure how to allocate or "guess" taxes.

If the 1099-R was from a retirement account at a job that you had in Massachusetts, then the entire amount would be Massachusetts income.

MAK70

If you had Massachusetts withholding, you will want to enter so that you have the correct Mass taxes. Regardless, you should update the address with Vanguard but you will not get a corrected form for 2020. You can allocate the income to each state so the correct amount is reported.