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January 23, 2025
Question

1099-R

  • January 23, 2025
  • 1 reply
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I received 1099-R forms for two states but only lived in one. How do I correct this?

    1 reply

    January 23, 2025

    Are you saying that your 1099-R had two states listed in boxes 14 through 16?

     

    If so, the payor of the 1099-R has already sent the money to those two states. The only way you can get your withholding back is by filing a non-resident tax return in the state that you did not live in and show that that income was not income for that state.

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