1099R had wrong state for last 10 years, never caught mistake don't know what to do

Forum|Forum|1 year ago
February 18, 2025
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xmasbaby0

Employee

What state? Was it a state that has a state income tax? Are you in a state with a state income tax? Does your state tax retirement income? What state are you in---and is that where you have been for all ten years?

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

dmcgurnAuthor

Illinois received the money, I don’t believe they tax pensions. The state that I live in and have lived in the entire time of pension is Arkansas, which taxes pensions, at least some of it.

AmyC

Employee

Yes, correct on both counts.

IL does not tax pensions earned from working there. Arkansas does partially exempt federal and state and private retirement. Military is fully exempt.

All income automatically goes to your resident state return. Arkansas allows you to make the necessary subtractions.

[Edited 2/18/2024 12:39 PST] Thanks @SteamTrain @dmcgurn

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