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April 12, 2025
Question

I have 2 1099-R's from NC and VA. I only lived in VA in 2024. Should I request an amended 1099-R?

  • April 12, 2025
  • 1 reply
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I lived in NC for 30 years.  I moved to VA on 1/1/2024.  My pension has paid monthly with no interruption.  However I've received 2 1099-R forms, one for VA and one for NC.  Should I request an amended 1099-R?

 

    1 reply

    April 12, 2025

    Is it the same income?  If so, make sure the Corrected box is not checked on the Virginia form.  If it is not, yes you should contact the pension plan for a correction.