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Question

My wife inherited a traditional IRA from her father. Federal taxes were taken out on the 1099-R. No state taxes were taken. Does state tax need to be paid?

Forum|Forum|1 year ago
February 1, 2025
1 reply
0 views

If state taxes need to be paid, would it be the state where her dad lived or where we live?

The 1099-R received as an inheritance is filed by the beneficiary and included in the income for the state where your wife lives. To be completely sure, you can look at your state's information using the link below. Specifically review the nonresident rules.

Do I need to file a state return?

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